Important Retirement Planning Update: St James Place Partner Event

Overview

The seminar from St. James’s Place will explore the retirement planning landscape and how major changes outlined in the recent October Budget will significantly alter retirement planning.

There have been a range of substantial changes over recent years which have provided greater freedom and opportunities, but introduce significant added complexity. Taking the wrong retirement option could now be a costly mistake.

The seminar will provide practical tips on how to structure your affairs in a tax-efficient way to help maximise your retirement income.

St. James’s Place have provided specialist seminars for RICS members for over 10 years on subjects including retirement strategy, tax-year end planning and Inheritance Tax mitigation.

Agenda

08.00: Breakfast & Networking

08.30: Presentation and Q&A

09.30: Close