Forbes Dawson presentation to St James’ Wealth Management

We recently gave a joint presentation to clients of St James Place Wealth Management at the Alderley Edge Hotel on tax and wealth management planning.

Tom Minnikin from Forbes Dawson spoke about the current UK tax regime for savers and investors, covering some of the recent budget changes.  Tim Knight from St James’ then went on to talk about the importance of wealth preservation in the context of an ageing population and rise in living costs.

The seminar was very well received by all who attended.

Copies of the slides can be obtained by clicking on the link below.

Presentation Slides

 

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