Networking Breakfast – Tax Year End Planning
January can often be a difficult month. We’re still reeling from the costs of Christmas; the days are dark and long, and possibly, most of all, the 31st of January means only one thing – paying your tax.
Whilst it is often too late to do anything about last year’s situation, the good news is there is still time to soften the blow for January 2025.
Join us at our End of Tax Year Planning Seminar to find out how you can mitigate your tax liabilities and maximise your tax efficiency.
What You’ll Learn:
- Essential financial moves to make before April 5th.
- How to minimize your tax liability.
- How to make the most of all your allowances
- Which tax efficient investments are right for me?
We will have a presentation from expert Simon Martin at St. James’s Place Tax & Trust Consultant on tips and information relevant to you. There will also be the opportunity to enjoy a relaxing networking opportunity with coffee and bacon rolls in the newly renovated Bath Cricket Clubhouse.
Who Should Attend?
- People looking to optimize their tax strategy.
- Those with higher-than-expected tax bills.
- Anyone interested in actionable insights for effective year-end tax planning.
- People looking to improve their knowledge around financial planning in general.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and 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.
McKenzie & Co Financial Consultants is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products.
McKenzie & Co Financial Consultants is a trading name of McKenzie Wealth Management Ltd.
SJP Approved 18.12.23
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