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HEART of business Finance Masterclass - Wealth Management

HEART of business Finance Masterclass - Wealth Management

We will step you through the three major taxes and highlight the recent pension and investment tax changes. The briefings will help you understand the basic rules, reliefs and traps.  You will come away with practical tips on how you could materially reduce your overall tax burden by simply re-organising your affairs.

Coordinated by: Martin Capel-Smith, St James’s Place Wealth Management; and James Moorcroft of Canon Moorcroft Ltd - Chartered Accountants and Tax Advisers.

If you have any questions about the Masterclass programme, please email to This email address is being protected from spambots. You need JavaScript enabled to view it..

If you'd like to come along to March's Finance Masterclass, click here to book now!

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