EVENTS AND SEMINARS
Expertly led wealth management seminars from Four Wealth Management
At Four Wealth Management, our financial advisers run regular complimentary seminars. Seminar topics include investment planning, retirement planning and inheritance tax mitigation to help you to make more of your money. The aim of the seminars is to help outline options available to you to restructure your finances tax-efficiently to help you to preserve and grow your wealth. The seminar will also improve your understanding of savings and investments as well as giving you a brief update on the current market and any legislative changes regarding pensions, ISA’s and tax planning.
We run seminars across the South of England including Bristol, Cheltenham, Cirencester, London, Cardiff and Devon. If you cannot find an upcoming event in your area, please contact us on 0117 973 0500.
You can book a place for you and a guest by filling out the form below or phoning us on 0117 973 0500.
Inheritance Tax Planning seminar
Tuesday 29th March 2022
10am-12pm
Queens Hotel, The Promenade, Cheltenham GL50 1NN
Inheritance Tax Planning seminar
Wednesday 30th March 2022
10am-12pm
Clevedon Hall, Elton Rd, Clevedon BS21 7RH
Retirement planning seminar
Tuesday 5th April 2022
6pm-8pm
SS Great Britain, Gas Ferry Rd, Bristol BS1 6TY
Inheritance Tax Planning seminar
Wednesday 6th April 2022
10am-12pm
Roman Baths, Abbey Churchyard, Bath BA1 1LZ
Inheritance Tax Planning seminar
Tuesday 26th April 2022
10am-12pm
Queens Hotel, The Promenade, Cheltenham GL50 1NN
Inheritance Tax Planning seminar
Wednesday 27th April 2022
10am-12pm
Leigh Court Business Centre, Pill Rd, Abbots Leigh, Bristol BS8 3RA
Inheritance Tax Planning seminar
Tuesday 10th May 2022
10am-12pm
Macdonald Bath Spa Hotel, Sydney Rd, Bathwick, Bath BA2 6NS
Retirement Planning seminar
Wednesday 11th May 2022
10am-12pm
SS Great Britain, Great Western Dockyard, Gas Ferry Rd, Bristol BS1 6TY
Book your place now
The value of an investment with St. James’s Place will be directly linked to the funds you select and the value can therefore go down as well as up. You may 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 depends on individual circumstances.
