We held an exclusive investment and retirement planning lunch at The Mere. This special event gave essential up to date information and guidance of how to make the most of your money in retirement, help to reduce the potential worry for you, your family and beneficiaries. Topics included:-
• Investing: why active management and diversification is key
• The four essential pillars of tax efficient investing
• Don’t lose out on tax reliefs, exemptions or allowances
• Looking at different ways you can plan for your retirement
Date: Thursday, 5th September
Location: The Mere, Chester Rd, Mere, Knutsford, WA16 6LJ
Time: 10.30am – 2.00pm
Cost: No cost to attend
10.30am Tea, coffee & breakfast sandwiches
11.10am Chris Cahill – Investment Planning
11.40am Refreshment break
12.00pm Chris Cahill – Retirement Planning
1.00pm Two course lunch
If you would like to register your interest in attending any future events, please contact our Marketing Manager, Holly Smith via firstname.lastname@example.org or call 0161 667 1482.
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.