Date: Wednesday 27 February at 5.30pm and Thursday 28 February at 9.00am.
Would you like to understand how pensions work and what options you have when you are saving for retirement and then when you actually reach retirement?
Would you like to explore other tax efficient ways that you are able to plan for your retirement alongside pensions?
At Stefanie Price Wealth Planning, it is our job to help people of the local community to plan for a better financial future.
Our Retirement and Tax Year End planning event was complimentary and open not only to our existing clients but also for the local community as a whole. We ran two sessions: Wednesday 27 February 5.30 - 8pm and Thursday 28 February 9.00 - 12noon.
The value of a pension with St. James's Place will be directly linked to performance of the funds you select and the value can therefore go down as well as up. You may get back less than the you 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