The seminar covered profit extraction from businesses using Pension and tax efficient investment planning (including example case studies) together with business succession and estate planning.
Date: 4th October 2018
Location: The Boardroom, Beechfield House, Lyme Green Business Park, Macclesfield SK11 0LP
Time: 11.30am – 2.00pm
Cost: No cost to attend
11.30am Welcome & introductions by Andy Smith, Senior Partner, Smith Jackson Wealth
11.45am Tax Efficient Investment Planning by Andrew Livingstone, St. James’s Place
12.45pm Round table discussions and case studies
1.15pm Buffet lunch provided
2.00pm Tea/coffee & close
In you would like to register your interest in attending future events please contact our Operations Manager Paul Billington via firstname.lastname@example.org or call 01625 511411.
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