Post-Budget Financial Planning Insights

St. James's Place Speakers:

• Hetal Mehta | Head of Economic Research 
• Tony Wickenden | Directorship, Technical Connection 
• Claire Trott | Divisional Director - Retirement and Holistic Planning, Technical Connection

With this year’s change of government, Post-Budget Financial Planning Insights webinar is more relevant than ever. 

Whether you're concerned about the economy, taxes, pensions, or your overall financial plan, this session will be a useful resource for staying informed and making strategic financial decisions.

Topics covered: 

• Economic projections shaping the Budget announcements 
• Key tax updates and their direct impact on your finances 
• Necessary pension adjustments for your retirement planning 
• Actionable financial planning tips to stay ahead 
• Aligning your goals with the current economic landscape 

This webinar is designed to give you the clarity and confidence to navigate these changes effectively.

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 dependent on individual circumstances.