Daley Croft - Associate Partner of St. James’s Place Wealth Management

📢 ‘𝙔𝙤𝙪’𝙧𝙚 𝙄𝙣𝙫𝙞𝙩𝙚𝙙…’

Two very popular guest speakers are joining us for an insightful Market Update.

💡 Tax Planning Fundamentals & Market Overview
📅 Wednesday 13 March 2024
⏰ Time: 12:30 – 13:30
📍 Location: Zoom Webinar
📈 Speakers: Tony Wickenden, Directorship Technical Connection & Hetal Mehta, Head of Economic Research

𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿
https://sjp-co-uk.zoom.us/webinar/register/4717030945631/WN_2yWqsYy-RVatDe9sKn-mKQ

Together, Tony and Hetal will provide their thoughts on an ever-changing financial landscape and what to expect during 2024.

They will outline opportunities that can arise from informed advice and insightful planning, to support with your financial well-being.

With the end of another tax year fast approaching and the confirmation of a General Election in 2024, this is an ideal opportunity to hear the views of two industry experts.

Taxation rules can change at any time and are dependent on individual circumstances.



Daley Croft is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.

SJP Approved 21/12/2023

📢 𝗝𝗼𝗶𝗻 𝗲𝘅𝗽𝗲𝗿𝘁𝘀 𝗳𝗿𝗼𝗺 𝗼𝘂𝗿 𝗧𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 𝗖𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝗼𝗻 𝗟𝗶𝗺𝗶𝘁𝗲𝗱 𝗗𝗶𝘃𝗶𝘀𝗶𝗼𝗻, 𝗮𝘀 𝘁𝗵𝗲𝘆 𝘀𝗵𝗮𝗿𝗲 𝗮𝗻 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝗳𝘂𝗹 𝘂𝗽𝗱𝗮𝘁𝗲, 𝗳𝗼𝗹𝗹𝗼𝘄𝗶𝗻𝗴 𝘁𝗵𝗲 𝗖𝗵𝗮𝗻𝗰𝗲𝗹𝗹𝗼𝗿’𝘀 𝗦𝗽𝗿𝗶𝗻𝗴 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻t💼.

📅 Thursday 7 March 2024
💡 Tax and Financial Planning Essentials Following the Spring Statement 2024
⏰ Time: 12:30 – 13:30
📍 Location: Zoom Webinar

𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿
https://sjp-co-uk.zoom.us/webinar/register/5617065314536/WN_VJJbZG7nSQKC6GzcWTTMWA

Providing updates on the latest changes to our tax landscape and exploring some of the key announcements from the Spring Budget. Discover how to access available allowances, exemptions, and reliefs helping you to invest tax efficiently. 📈

It’s time to take charge and achieve your financial goals! 💰

The value of your investment can go down as well as up. You could get back less than you invested.

Taxation rules can change at any time and are dependent on individual circumstances.









Daley Croft is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.

SJP Approved 31/01/2024

Today, you’ve got far more flexibility in how you plan your retirement income, but there are a few tax-traps to look out for.

Read our insights on everything you need to know about tax in retirement.

Everything you need to know about tax in retirement Once you retire, you pretty much stop paying into your pension and started drawing it. However, many people keep contributing, or keep their pension invested for most of their retirement.

Free Wills Month starts tomorrow and brings together a group of well-respected charities to offer members of the public aged 55 and over the opportunity to have their simple Wills* written or updated free of charge by using solicitors in selected locations across the UK.

See our website for details on the importance of having a will and power of attorney in place.

*Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills, along with Trusts are not regulated by the Financial Conduct Authority.

Wills | Daley Croft Making a WillIt’s not always an easy topic to think about, but choosing what you would like to happen to your wealth in the event of your death is an important part of planning for the future. Not ...

📢 𝗝𝗼𝗶𝗻 𝗲𝘅𝗽𝗲𝗿𝘁𝘀 𝗳𝗿𝗼𝗺 𝗼𝘂𝗿 𝗧𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 𝗖𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝗼𝗻 𝗟𝗶𝗺𝗶𝘁𝗲𝗱 𝗗𝗶𝘃𝗶𝘀𝗶𝗼𝗻, 𝗮𝘀 𝘁𝗵𝗲𝘆 𝘀𝗵𝗮𝗿𝗲 𝗮𝗻 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝗳𝘂𝗹 𝘂𝗽𝗱𝗮𝘁𝗲, 𝗳𝗼𝗹𝗹𝗼𝘄𝗶𝗻𝗴 𝘁𝗵𝗲 𝗖𝗵𝗮𝗻𝗰𝗲𝗹𝗹𝗼𝗿’𝘀 𝗦𝗽𝗿𝗶𝗻𝗴 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻t💼.

📅 Thursday 7 March 2024
💡 Tax and Financial Planning Essentials Following the Spring Statement 2024
⏰ Time: 12:30 – 13:30
📍 Location: Zoom Webinar

𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿
https://sjp-co-uk.zoom.us/webinar/register/5617065314536/WN_VJJbZG7nSQKC6GzcWTTMWA

Providing updates on the latest changes to our tax landscape and exploring some of the key announcements from the Spring Budget. Discover how to access available allowances, exemptions, and reliefs helping you to invest tax efficiently. 📈

It’s time to take charge and achieve your financial goals! 💰

The value of your investment can go down as well as up. You could get back less than you invested.

Taxation rules can change at any time and are dependent on individual circumstances.








Daley Croft is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.

SJP Approved 31/01/2024

St. James's Place are proud to have been nominated for the 2024 City of London Wealth Management Awards (COLWMA). These awards recognise, applaud, and reward outstanding service in the wealth management industry. They are voted by the public so if you would like to show us your support, you can vote now:

https://colwma.com/index.php/vote

Online Votes Close - 15th March 2024

𝗖𝗮𝗻 𝗜 𝗽𝗮𝘀𝘀 𝗼𝗻 𝗺𝘆 𝗽𝗲𝗻𝘀𝗶𝗼𝗻 𝘄𝗵𝗲𝗻 𝗜 𝗱𝗶𝗲?

Passing on pensions is a very tax-efficient way to spread your wealth as part of your legacy planning.

Many people only start thinking about inheritance when they’re writing their Will*. Deciding who gets what, and how much, certainly focuses your mind. But there is real value, and tax-efficiency, in financial planning that considers retirement and inheritance as part of the same long-term, family financial plan.

If you do not have a will in place, then head to Free Wills Month, which starts 1st March 2024. Free Wills Month brings together a group of well-respected charities to offer members of the public aged 55 and over the opportunity to have their simple Wills written or updated free of charge by using solicitors in selected locations across the UK.

*Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills, along with Trusts are not regulated by the Financial Conduct Authority.

Can I pass on my pension when I die? Many people only start thinking about inheritance when they’re writing their Will*. Deciding who gets what, and how much, certainly focuses your mind. But there is real value, and tax-efficiency, in financial planning that considers retirement and inheritance as part of the same long-term, family ...