HJP Chartered Financial Planners on LinkedIn: #financialplanning #ihtplanning #financialadvice (2024)

Future financial planning❗👉 As we approach the year-end, its useful to consider the impactful strategy of tax efficient gifts. Supporting your children and grandchildren 👨👩👧👦 through this avenue not only benefits them now but also plays a vital role in long-term planning, shaping a secure financial future.👉 Plus, it's a smart move in managing Inheritance Tax considerations. Please reach out if you wish to explore the practical aspect of financial planning and creating a legacy that lasts. 📈🌞Taxation rules can change at any time and are dependent on individual circ*mstances.#FinancialPlanning #IHTPlanning #FinancialAdviceMcLean & Partners Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved16/11/2023

4

✨ A thought for your financial future! 💭As we approach the year-end, consider the impactful strategy of tax efficient gifts. 🎁 Supporting your children and grandchildren through this avenue not only benefits them now but also plays a vital role in long-term planning, shaping a secure financial future. 💡Plus, it's a smart move in managing Inheritance Tax considerations. Let's explore this practical aspect of financial planning together and create a legacy that lasts. Contact Twelve Wealth Management today! 🌳💰 Taxation rules can change at any time and are dependent on individual circ*mstances.https://lnkd.in/ezpdUM6G#FinancialPlanning #IHTPlanning #FinancialAdviceTwelve Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 16/11/2023

13

1 Comment

Have you thought about your financial future? #financialplanning #financialadvice

📢 free SJP webinar on Securing Wealth for Future Generations: Estate & Intergenerational Planning on Thursday 22 February from 12.30pm to 13.30pm!Join our experts and uncover ways to strategically manage your financial plan. This session will support with succession and estate planning, providing some practical insights for you to consider as we fast approach a new tax year.Register here: https://lnkd.in/e2izAqBE#Taxeffficiency #Financialwellbeing #Wealthpreservation #Taxstrategies Taxation rules can change at any time and are dependent on individual circ*mstances. Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills and Trusts are not regulated by the Financial Conduct Authority.McKnight Associates Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 19/12/2023

📢 ‘Keeping it in the family’Join experts from our Technical Connection Division, as they explore ways to preserve and transfer wealth, tax efficiently.💡 Securing Wealth for Future Generations📅 Thursday 22 February 2024⏰ Time: 12:30 – 13:30📍 Location: Zoom Webinar 📈 Speakers: Marcia Banner & Niki Patel, Technical ConnectionRegister now: https://lnkd.in/e2izAqBEWanting to find out more about estate planning and intergenerational wealth? Join our experts and uncover ways to strategically manage your financial plan. Outlining the benefits of taking an ‘all-asset’ approach to estate planning. Considering specific opportunities and limitations that apply in relation to different asset classes.Our experts will demonstrate how to effectively use a Will and where it might be appropriate to incorporate a trust into your financial plan for preserving and transferring wealth. This session will support with succession and estate planning, providing some practical insights for you to consider as we fast approach a new tax year 💰Taxation rules can change at any time and are dependent on individual circ*mstances.Will writing involves the referral to a service that is separate and distinct to those offered by St. James’s Place. Wills and Trusts are not regulated by the Financial Conduct Authority.#Taxeffficiency #Financialwellbeing #Wealthpreservation #TaxstrategiesSRB Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 19/12/2023

5

📢 ‘Keeping it in the family’Join experts from our Technical Connection Division, as they explore ways to preserve and transfer wealth, tax efficiently.💡 Securing Wealth for Future Generations📅 Thursday 22 February 2024⏰ Time: 12:30 – 13:30📍 Location: Zoom Webinar 📈 Speakers: Marcia Banner & Niki Patel, Technical ConnectionRegister now – https://lnkd.in/e8Qne-p9Wanting to find out more about estate planning and intergenerational wealth? Join our experts and uncover ways to strategically manage your financial plan. Outlining the benefits of taking an ‘all-asset’ approach to estate planning. Considering specific opportunities and limitations that apply in relation to different asset classes.Our experts will demonstrate how to effectively use a Will and where it might be appropriate to incorporate a trust into your financial plan for preserving and transferring wealth. This session will support with succession and estate planning, providing some practical insights for you to consider as we fast approach a new tax year 💰Taxation rules can change at any time and are dependent on individual circ*mstances.Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills and Trusts are not regulated by the Financial Conduct Authority.#Taxefficiency #Financialwellbeing #Wealthpreservation #TaxstrategiesWinnington Financial Planning Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 19/12/2023

1

‘Keeping it in the family’Join experts from our Technical Connection Division, as they explore ways to preserve and transfer wealth, tax efficiently.💡Securing Wealth for Future Generations📅Thursday 22 February 2024⏰Time: 12:30 – 13:30📍Location: Zoom Webinar📈Speakers: Marcia Banner & Niki Patel, Technical ConnectionRegister Here: https://lnkd.in/e2izAqBEWanting to find out more about estate planning and intergenerational wealth? Join our experts and uncover ways to strategically manage your financial plan.Outlining the benefits of taking an ‘all-asset’ approach to estate planning. Considering specific opportunities and limitations that apply in relation to different asset classes.Our experts will demonstrate how to effectively use a Will and where it might be appropriate to incorporate a trust into your financial plan for preserving and transferring wealth.This session will support with succession and estate planning, providing some practical insights for you to consider as we fast approach a new tax yearTaxation rules can change at any time and are dependent on individual circ*mstances.Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills and Trusts are not regulated by the Financial Conduct Authority.#Taxeffficiency#Financialwellbeing#Wealthpreservation#TaxstrategiesChewton Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 19/12/2023

5

📢 ‘Keeping it in the family’Join experts from our Technical Connection Division, as they explore ways to preserve and transfer wealth, tax efficiently.💡 Securing Wealth for Future Generations📅 Thursday 22 February 2024⏰ Time: 12:30 – 13:30📍 Location: Zoom Webinar 📈 Speakers: Marcia Banner & Niki Patel, Technical ConnectionWanting to find out more about estate planning and intergenerational wealth? Join our experts and uncover ways to strategically manage your financial plan. Outlining the benefits of taking an ‘all-asset’ approach to estate planning. Considering specific opportunities and limitations that apply in relation to different asset classes.Our experts will demonstrate how to effectively use a Will and where it might be appropriate to incorporate a trust into your financial plan for preserving and transferring wealth. This session will support with succession and estate planning, providing some practical insights for you to consider as we fast approach a new tax year 💰Register - https://lnkd.in/e2izAqBETaxation rules can change at any time and are dependent on individual circ*mstances.Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills and Trusts are not regulated by the Financial Conduct Authority.#Taxeffficiency #Financialwellbeing #Wealthpreservation #Taxstrategies Temple Mews Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives. Temple Mews Financial Planning is a trading name of Temple Mews Wealth Management Ltd.SJP Approved 19/12/2023

3

A thought for your financial future! 💭 As we approach the year-end, consider the impactful strategy of tax efficient gifts. 🎁 Supporting your children and grandchildren through this avenue not only benefits them now but also plays a vital role in long-term planning, shaping a secure financial future. 💡 Plus, it's a smart move in managing Inheritance Tax considerations. Let's explore this practical aspect of financial planning together and create a legacy that lasts. Contact me today! 🌳 💰 Taxation rules can change at any time and are dependent on individual circ*mstances.#financialplanning #IHTPlanning #financialadvice https://lnkd.in/eQd_bgxMJenkins Financial Partnership is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 16/11/2023/ 02/02/2024

3

📢 ‘𝗞𝗲𝗲𝗽𝗶𝗻𝗴 𝗶𝘁 𝗶𝗻 𝘁𝗵𝗲 𝗳𝗮𝗺𝗶𝗹𝘆’Join experts from our Technical Connection Limited, as they explore ways to preserve and transfer wealth, tax efficiently.💡 Securing Wealth for Future Generations📅 Thursday 22 February 2024⏰ Time: 12:30 – 13:30📍 Location: Zoom Webinar 📈 Speakers: Marcia Banner & Niki Patel, Technical ConnectionRegister: https://lnkd.in/e2izAqBEWanting to find out more about estate planning and intergenerational wealth? Join our experts and uncover ways to strategically manage your financial plan. Outlining the benefits of taking an ‘all-asset’ approach to estate planning. Considering specific opportunities and limitations that apply in relation to different asset classes.Our experts will demonstrate how to effectively use a Will and where it might be appropriate to incorporate a trust into your financial plan for preserving and transferring wealth. This session will support with succession and estate planning, providing some practical insights for you to consider as we fast approach a new tax year 💰Taxation rules can change at any time and are dependent on individual circ*mstances.Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills and Trusts are not regulated by the Financial Conduct Authority.#Taxeffficiency #Financialwellbeing #Wealthpreservation #Taxstrategies Daley Croft is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 19/12/2023

1