Senior Partner Practice of
St. James's Place Wealth Management

Investment and Tax Planning Lunch at Northcote

This special event gave essential up to date information and guidance of how you can make the most of your money in retirement, reducing the potential worry for you, your family and beneficiaries.

Top Financial Tips for Business Owners

On Tuesday 22nd May we held an exclusive Business Owners breakfast event at The Park Royal Hotel, Warrington discussing top financial tips that every business owner should know.

Capstone Golf Day

On Friday 18th May at Bramhall Golf Club, we held the very first Capstone Financial Management Golf Day.

Protecting Your Business - Manchester

We held an exclusive breakfast seminar at King Street Townhouse on 26th April which gave the information needed to protect a business owner from unexpected circumstances and also gave the latest update on GDPR.

Business Owners Private Dining Event

On 8th March at the Macron Stadium we held an exclusive Business Owners Private Dining Event looking at how to extract profits in a tax efficient way.

Tax Efficient Investment Evening

We were delighted to invite clients and friends of Capstone to a Tax Efficient Investment Event held at the Doubletree by Hilton Chester on Thursday 5th October.

Essential Planning For Your Business

We held a breakfast seminar on Thursday 25th May at Denzell House, Altrincham, to explain how you can better use tax planning to maximise your business profits and avoid risk due to changes in employment and pension rules.

Thinking Of Selling Your Business

On Thursday 6th April 2017 at King Street Townhouse we held a business owners breakfast briefing. Topics discussed explored the different exit strategies and the variety of options available for funds post completion.

Inheritance Tax & Estate Planning Event

On the Tuesday 11th October at Bury Golf Club we held an evening seminar which addressed the issues surrounding Inheritance Tax such as; how to help minimise your liabilities and how they impact upon wills, lasting powers of attorney* and estate management.