Upcoming Events - Polish Business Link

Post Budget Financial Planning Insights

Written by Bart Kowalczyk | 10/21/24 11:45 PM

With this year’s change of government, our Post-Budget Financial Planning Insights webinar is more relevant than ever. Whether you're concerned about the economy, taxes, pensions, or your overall financial plan, this session will be a useful resource for staying informed and making strategic financial decisions.

 
 
Register here
 
Speakers:
Hetal Mehta | Head of Economic Research
Tony Wickenden | Directorship, Technical Connection
Claire Trott | Divisional Director - Retirement and Holistic Planning, Technical Connection
 
Topics covered: 
  • Economic projections shaping the Budget announcements 
  • Key tax updates and their direct impact on your finances 
  • Necessary pension adjustments for your retirement planning 
  • Actionable financial planning tips to stay ahead
 
Aligning your goals with the current economic landscape This webinar is designed to give you the clarity and confidence to navigate these changes effectively. The value of your investment can go down as well as up. You could get back less than you invested. The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is dependent on individual circumstances.
 
Event Details: 1 lis 2024 12:30 PM | Zoom
 
Register here
 

SJP Approved 27.08.24 The session will be recorded and made available on the SJP website, so if you can't attend live, you can watch it at your convenience.

 

Piotr Kasprzak DipPFS

Financial Adviser, Wiltshire Wealth Management,

I help families, individuals and corporate clients achieve their financial goal through effective financial planning.