Happy 'Tax Healthy' New Year - Holistic & Goals Based Planning

Join our St. James's Place taxation experts, as they explain why it is such a crucial time to review the tax efficiency of your financial plans.

Together, Claire and Simon will outline some ‘tax year end’ essential actions in anticipation of the 5 April deadline. They will highlight strategies that should be considered in the new tax year ahead and summarise the opportunities that can arise from informed advice and insightful planning.

With a firm focus on holistic and goals-based planning, topics covered will include income tax, capital gains, trusts and tax efficient investments, providing much food for thought for your Clients and Prospects.

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 depends on individual circumstances.

Trusts are not regulated by the Financial Conduct Authority.