Our video explores the key financial planning changes for individuals and business owners to consider.

Tony Wickenden, Technical Business Development Director, and Claire Trott, Head of Pensions Strategy, discuss the key changes from the Budget affecting investors, retirement planning, and business owners.

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The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. Tax relief depends upon individual circumstances.