We run a series of events throughout the year, some virtual, and some hybrid as conditions dictate.
We are able to help anyone with an Inheritance Tax Planning problem, as well as those that need advice on an investment strategy; whether for income, capital growth or a combination of the two.
We are also able to advise anyone about to retire, or those still working who want to get their retirement planning in place.
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.
Elvetham Hotel
Fleet Rd, Hartley Wintney, Hook RG27 8AS
Tuesday 20th September
10am – 12pm
Events cover a range of interesting topics for financially astute people:
- Financial security.
- Tax-efficiently pass their assets to the people they care about.
- As well as how to think about investments to help you get the best out of them.
To register please email [email protected]
We run seminar and webinars on the below topics:
- Inheritance Tax Planning.
- Retirement Planning.
- Second Properties and buy to lets.
- Gifting.
- Living longer, the implications for your wealth – a long term care & pensions.
- So you have been told you are an executor, or have been asked to be a Trustee or power of attorney.
Request a registration form
Webinars
Alongside our seminar programme we run virtual webinars for those interested in spending some time finding out about sensible ways to increase the effectiveness of their money.
For seminars and webinars – Our privacy notice is available on our website which informs you how to opt out if you do not wish to receive any further marketing communications from us or simply email [email protected] with the word unsubscribe.
Our Community
At Webster Associates, feeling part of our community is hugely important to us.
For more information please
contact us on 01252 846688
Request a
brochure
Virginia Villas, High Street,
Hartley Wintney, Hampshire, RG27 8NW
Hartley Wintney, Hampshire, RG27 8NW
The Partner together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner’s Privacy Policy or the St. James’s Place Privacy Policy.
Webster Associates Ltd 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. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
SJP Approved 18/3/2024
