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Pensions Simplified

Dinner at the Castle – Thursday 6th June 2019

Smith Eliot is running a series of informal evenings at Oakham Castle and invites you to join us.

The evenings commence at 6.30pm for a 7.00pm start and include no obligation pre-dinner drinks and a two-course dinner.

These dinners are always topical and if after the event you would like to book a meeting to discuss your own personal circumstances that would be great. If not, it will have been lovely to meet you!

Pensions Simplified

We have been running pension and retirement planning events for many years and they are always very popular, as most people find them very helpful.

We will explain the different types of pensions and guide you through the pros and cons of each together, including the question of annuities versus income drawdown.

Most of our clients also have questions about maximising their pension contributions and passing their pension on to the next generation tax-efficiently. These areas will also be covered.

If you would like to join us, please call us on 01572 759759 and ask for Vicki to confirm your places.

The value of a pension 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 than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax reliefs depends on individual circumstances.