Happy ‘Tax Healthy’ New Year

Join St. James's Place taxation experts for this online event, as they explain why it is such a crucial time to review the tax efficiency of your financial plans. Together Claire Trott and Simon Martin will outline some ‘tax year end’ essential actions in anticipation of the 5th April deadline and highlight strategies that should be considered in the new tax year ahead.

They will summarise the opportunities that can arise from informed advice and insightful planning, with straightforward guidance to support all tax planning needs.

This is set to be an informative session with a firm focus on holistic and goals-based planning. Topics covered will be extensive, from income tax, capital gains, trusts and tax efficient investments, providing much food for thought.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time.  The value of any tax relief is generally dependent on individual circumstances.

Trusts are not regulated by the Financial Conduct Authority.