SK Financial Planning

📢 Following the Chancellor's 💼 Autumn Statement yesterday - Join esteemed experts from our Technical Connection Division, as they share an insightful update.

📅 Today: Thursday 23 November 2023
💡 Tax and Financial Planning Essentials Following the Autumn Statement 2023
⏰ Time: 12:30 – 13:30
📍 Location: Zoom Webinar, register via link below:

https://sjp-co-uk.zoom.us/webinar/register/8316789854259/WN_TkNnbySATWGmWPXeb2ESaw

Providing updates on the latest changes to our tax context and how to access available allowances, exemptions, and reliefs. This session will guide you through the maze of tax-efficient growth strategies, wealth preservation techniques, and the art of passing on your wealth to future generations 📈

It’s time to take charge and achieve your financial goals! 💰

The value of your investment can go down as well as up. You could get back less than you invested.

Taxation rules can change at any time and are dependent on individual circumstances.



SK Financial Planning 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) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.

An important reminder – 3pm this Sunday.

Please share, even if this post doesn’t apply to you. Sharing may help keep someone safe.

Eid Mubarak! To all our clients celebrating Eid al-Fitr, we wish you health and happiness this Eid.

Planning for Tax Year End

Tuesday 21 February 2023 at 12.30pm – 1.30pm

Join our guest speaker Tony Wickenden, a taxation expert for St. James’s Place as he reviews the end of a tumultuous tax year.

Tony will examine the (much changed) tax context in which your financial planning takes place and outline the opportunities that can arise from informed advice and insightful planning, both for investors and business owners.

Register Here - https://sjp-co-uk.zoom.us/webinar/register/WN_AC8nvaAvSymgoSsWRDU5qA

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.

SK Financial Planning 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) 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 13/01/2023

If you earn between £100,000 and £125,140, the tapering of the personal allowance means you could end up paying 60% tax - the good news is that by sound financial planning, we can help you get around this.....

Beating the 60% tax trap Beating the 60% tax trap

As the tax year comes to a close, and you’re checking that you’ve made the most of all your tax-free annual allowances, it’s a perfect time to review whether you’re still getting value for money from your Cash ISAs ..

Making the most of your ISAs before tax-year end Making the most of your ISAs before tax-year end