Seminars

Are you confused with changes in pension legislation? | Thursday 8th February 2018

Thursday 8th February 2018 at Solent Hotel, Whiteley

 

Not sure what the different types of pension schemes are and the options available? Do you have more than one pension pot? Get guidance and advice from one of our pension specialists. Come to our information seminar on Thursday 8th February 2018. We will be running a morning session (10.30am arrival, due to close at 12.30pm) as well as an evening session (6.30pm arrival, due to close at 8.30pm).

 

Eight Wealth Management 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.

 

Please complete the form below to secure your place or call 01489 669896 for assistance.

Investing For Income and Tax Year End | Thursday 15th February 2018

Thursday 15th February 2018 at Solent Hotel, Whiteley

 

Will Hassard, Senior Partnership Development Manager of St. James’s Place Wealth Management will be providing you with an insight into the considerations required to successfully invest for income and plan for your forthcoming tax year end.

 

Low interest rates remain a problem for those reliant on their savings to generate an income. It may be some time before cash on deposit once again provides savers with an adequate level of income. Cash is an essential element of any investment strategy, not only to meet short-term emergency and income needs, but also as part of well-diversified and risk-managed portfolio. However, in the current environment, it is clear that our money needs to work harder to provide income both now and over the longer term. Even in an environment of low interest rates there are ways in which investors can generate a healthy income whilst minimising risk and preserving capital.

 

We look forward to welcoming you to what is sure to be an insightful, informative presentation.

 

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. An investment in equities will not provide the security of capital associated with a deposit account with a bank or building society.

 

Please complete the form below to secure your place or call 01489 669896 for assistance.

Business Exit Strategy | Thursday 21st June 2018

Thursday 21st June 2018 at Port Solent Yacht Club, Port Solent, Portsmouth

 

Business exit strategies are something you will get one chance at perfecting for each sale. If you are considering selling your business during the next few years you could benefit from the information and advice you will be able to receive at this seminar, hosted by Eight Wealth Management, and presented by one of St. James’s Place Wealth Management’s highly regarded speakers.

 

Whether you need guidance on profit extraction, shareholder protection and how to plan your exit smoothly and strategically, or information on the tax implications involved in the process, our experienced team of Advisers will be on hand to assist you during these challenging financial times.

 

Please complete the form below to secure your place or call 01489 669896 for assistance.

David Lamb | Tuesday 11th September 2018

Tuesday 11th September 2018 at Port Solent Yacht Club, Port Solent, Portsmouth

 

Following the success of the 2017 presentation, we are delighted that David Lamb, Managing Director of St. James’s Place Wealth Management will be returning and providing us with another fantastic presentation on investing today with St. James’s Place Wealth Management.

 

David has worked for St. James’s Place for over 25 years and was appointed to the Board in 2007. He is also the Chairman of the Investment Committee who put the St. James’s Place Wealth Management’s distinctive investment approach into practice. He has played a huge part in helping to build the FTSE 100 company that it is today. Please do take advantage of this rare opportunity to hear from this tremendous speaker.

 

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.

 

Please complete the form below to secure your place or call 01489 669896 for assistance.

Later Life Planning and Legal Support | Thursday 4th October 2018

Thursday 4th October 2018 at Hilton at the Ageas Bowl, Southampton

 

We will be running the ever popular Long Term Care seminar for its fourth consecutive year presented by our Chartered Senior Wealth Management Consultant, Sasha McKee.

 

Sasha is extremely passionate about the topic of Long Term Care and has gone through rigorous training to become Society of Later Life Advisers accredited. Sasha regularly presents and speaks at Eight Wealth Management events as well as at local clubs and societies on Later Life Planning and how to protect you and your loved ones against the potential cost of future care. She aims to deliver an information presentation, providing realistic and current advice around this ever pressing topic. Kelly Greig of Irwin Mitchell Solicitors will be talking about the legal support available such as Wills and the importance of appointing Powers of Attorney.

 

We very much look forward to welcoming you to this fantastic presentation.

 

Wills and Powers of Attorney are not regulated by the Financial Conduct Authority.

 

Please complete the form below to secure your place or call 01489 669896 for assistance.

Previous Seminars:

 

Beginners Guide to Planning Your Financial Future

Thursday 1st June 2017

The Partner Practice 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.

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