Discover ways to plan and secure your financial future
For all the doubts over the wider economy, there are still many ways to make more of your money. To help you assess the options thoroughly and with confidence, free Spring Tax, Investment & Retirement Planning seminars are taking place near you.
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.
Equities do not provide the security of capital associated with a deposit account with a bank or building society.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are dependent on individual circumstances.
How it works
Find a seminar
Use our postcode finder to locate the nearest seminar close to where you are.
Reserve your place
Complete our registration form above. We’ll be in touch to confirm your place.
No obligation review
All attendees can take advantage of a financial review with one of our experts.
Good facts to know
Who will benefit?
The seminars will be of most benefit to readers who are actively seeking ways to proactively address the challenges associated with lower for longer savings rates, rising taxation and inflation.
How much does it cost to attend the seminar?
The seminars are free to attend and entitle you to bring up to 3 guests to accompany you on the day.
Here are some important points to remember:
The Telegraph seminars are hosted by our recommended financial planning experts from St. James’s Place Wealth Management. These highly topical events will provide all the information you need to help make your money work harder, including:
- Exploring legitimate ways of reducing your tax liabilities and utilising your annual reliefs and allowances
- Discovering how careful inheritance tax planning can help to protect your family’s future
- Identifying how global events can shape your investments, and the ways to achieve sustainable income and growth
Since the events first started in 2010 over 35,000 readers have registered to attend.
Frequently asked questions
How long do the events last?
Unless otherwise stated on the booking details, the events will start with registration and light refreshments at 10:00am. The presentation will commence at 10:30am and last around 2 hours (with a comfort break included). Afterwards, there will be a complimentary lunch for you to enjoy. Due to the popularity of these events some seminars are also taking place in the evening.
How will I know that my place at a seminar is booked?
The seminar co-ordinator for the event you have selected will contact you to confirm your place(s) and at the same time also ask you to confirm whether you have any special dietary requirements.
If I have attended a Telegraph Investment & Tax Planning seminar before can I attend again?
As the events are very popular, it is important that first priority is given to readers who have not attended before. Therefore, as an alternative, we would recommend arranging an appointment with the St. James’s Place Partner located in your area who will be happy to meet with you for an initial informal discussion, without obligation.
Can I arrange a meeting with an adviser to discuss my financial arrangements without attending one of the seminars?
You can arrange a meeting without attending a seminar by calling 03300 375 326.
The Telegraph Wealth Management Service is provided by St. James’s Place Wealth Management, which is a FTSE 100 company and one of the leading financial services organisations in the UK.
St. James’s Place Wealth Management has over the years helped thousands of readers discover ways to grow and protect their money. With expert advisers across the country they are on hand to offer you clear face-to-face guidance to help you secure your financial future.
Members of the St. James’s Place Partnership represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. The ’St. James’s Place Partnership’ is the marketing term used to describe St. James’s Place representatives.
Telegraph Wealth Management Service is provided by St. James’s Place Wealth Management plc, registered in England, registered no. 4113955, registered office St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP. Telegraph Media Group is an Introducer Appointed Representative of St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.
Telegraph Media Group Limited, 111 Buckingham Palace Road, London, SW1W ODT
Company registration number 451593.