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Webinar organised by Oakdale Financial Services Ltd

Webinar: Organised by Oakdale Financial Services Ltd

Date:          Monday 15th March 2021

Time:         20:00 -21:00

Title           Tax Year End Planning before 5th April 2021

Covering:   This talk will focus on the impact of tax on
                 your wealth, reliefs, allowances & exemptions
                 investments, pensions & retirement planning
                 and estate & inheritance tax planning.

In order to register for this webinar please email linda.leveney@sjpp.co.uk to receive the link.

Dipesh has a wealth of experience advising his clients in the important subject of financial planning, investing to build wealth and ensuring more assets can be protected to pass onto your loved ones.

Dipesh Shah DIP PFS, MSc, BA (Hons)

Financial Adviser


Company Director of Oakdale Financial Services Ltd

(A Partner Practice of St. James`s Place Wealth Management)

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 that 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

The Partner Practice 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) 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 http://www.sjp.co.uk/products
The title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.

Oakdale Financial Services Ltd is registered in England & Wales No 7503498.

Registered office:- Devonshire House, 582 Honeypot Lane, Stanmore, Middlesex, HA7 1JS

 

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