Managing your Finances

Westgate Wealth Management Ltd is a Partner Practice of St. James's Place Wealth Management - one of the top UK Wealth Management companies. Please click here for more information on Westgate Wealth Managment Ltd.

Westgate have partnered with the Bar Council to deliver the following seminars:

 

Financial planning

Thursday 26 July 2018, 17:30 - 19:30

The first in a series of seminars, Westgate Wealth Management Ltd, Partner Practice of St. James's Place Wealth Management goes back to basics. We will provide a brief overview of the main focal areas of financial planning that should be considered and how St. James's Place can work with you to develop a bespoke financial plan and help you to implement the necessary steps, to work towards achieving and enhancing financial peace of mind.  

Registration closed

Investments simplified 

Thursday 11 October 2018, 17:30 - 19:30

Join us for an investment planning workshop. Moving between tables will provide you with the opportunity to hear not only from St. James's Place, explaining investment options and the St. James's Place approach to Investment Management, but also a chance to hear from some of our associate service providers, including: Octopus, discussing tax planning solutions and Rowan Dartington, explaining our discretionary fund management and stockbroking arm.

Speakers include:

Kaye Crush, St. James Place Wealth Management

Sabrina Corrigan, Octopus Investments

Samantha Wood, Rowan Dartington

Registration closed

 

Retirement planning

Saving for retirement is difficult; retiring without a pension is harder. However, the current reliefs and allowances on pension contributions should give cause for optimism. Whether retirement is many years away or just around the corner, the earlier you make a start on retirement planning, the easier it will be to create the retirement lifestyle you want. This seminar will guide you through the pension contribution reliefs and allowances available and how best to enhance your financial security for retirement. Alongside this, we will provide an overview of the options available to you at retirement under the new pension freedom rules.

Registation Closed

Use it or Lose it

As tax year end draws near, we will look at what opportunities to use reliefs and allowance are available, which would otherwise be lost. These valuable tax breaks can help to create long-term financial security for yourself and your family. We will also look at the advantages of avoiding the rush and how making the most of tax year allowances at the beginning of the year can prove rewarding for you in the long term.

Registation Closed 

 


BRF subscribers Non-BRF subscribers Registration
£30 plus VAT £60 plus VAT Click here to register

The value of an investment with St. James's Place or Rowan Dartington 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. The value of any tax relief depends on individual circumstances.

Westgate Wealth Management Limited 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/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.