Inheritance Tax Planning and Your Pension

Venue: Denbies Wine Estate, The Garden Room: View website 

Many of you are worried about how the changes announced in the Autumn Budget will affect your inheritance tax planning and pensions. We’re excited to host an exclusive seminar this summer, offering valuable insights on adapting your financial and retirement plans in response to these changes.

Following the seminar, enjoy delicious food and beverages at one of England's largest single estate Vineyards, Denbies Wine Estate in Dorking, Surrey. This is your chance to network with our financial advisers, local experts and fellow clients. 

Since it's also National Cheese Day, we will be treating you to a selection of local cheeses to complement the occasion.

Spaces are limited, so please confirm your attendance at your earliest convenience.

Speaker: Gregor Watt 

Key topics covered:

• • The budget: understanding exactly what has and has not changed regarding your pension
  • Delving into the potential consequences regarding your financial goals
  • What solutions are available?

Any questions about the event please email melanie.hjpcfp@sjpp.co.uk

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The value of a pension 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 is dependent on individual circumstances.