Newsome Wealth Management Ltd

07/08/2024

📢 Calling all Business Owners & Entrepreneurs!!

We have the perfect event lined up for you and it is completely cost and hassle free to join.

Financial planning fundamentals for business owners and entrepreneurs, in celebration of World Entrepreneurs Day.

💻 Supporting Business Owners & Powering Your Potential
📅 Wednesday 21 August 2024
⏰ Time: 12:30 – 13:30
📍 Location: Zoom Webinar
🔊 Speakers: Wickenden & Martin

Join an insightful presentation, hosted by industry expert speakers from Connect, as they discuss development strategies that will help you to protect the value of your business.

Tony and Simon will take a deep dive into key tax considerations for all business owners, exploring specific planning ideas to reduce your tax burden, including:

💷 Profit extraction
💰 Utilising corporate cash
📉 Reducing risk

Sign up to reserve your virtual, front row seat today.

REGISTER HERE 👉 https://sjp-co-uk.zoom.us/webinar/register/4017162979775/WN_GGsjbscdTM--jIVhDb-nYw



The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is dependent on individual circumstances.

Newsome 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 21/05/2024

16/02/2024

🙋‍♀️ If you’re planning your retirement, you should think about planning your inheritance at the same time 👨‍👧‍👧 – especially if you’re hoping to pass on some or all of your pension. 👇

Many people only start thinking about inheritance when they’re writing their Will*. Deciding who gets what, and how much, certainly focuses your mind. But there is real value, and tax-efficiency, in financial planning that considers retirement and inheritance as part of the same long-term, family ...

06/02/2024

FIVE THINGS YOU NEED TO KNOW ABOUT INHERITANCE TAX
👉 Coming up to retirement and not sure of the best way to take your retirement income?
⛔These are the key tax-traps to avoid⛔

We all want to do the right thing by our families. Recent research published by St. James's Place revealed more than two-thirds (69%) of SJP clients expect to provide some form of financial support for their family at some point1. And more than one-third of those people expected that support to be i...

11/01/2024

📢 ‘Make Tax Planning your New Year’s Resolution’

Join experts from our Technical Connection Division, as they explain why it is such a crucial time to review the tax efficiency of your financial plans.

💡 Happy ‘Tax Healthy’ New Year
📅 Tuesday 16 January 2024
⏰ Time: 12:30 – 13:30
📍 Location: Zoom Webinar
📈 Speakers: Claire Trott & Simon Martin, Technical Connection

This insightful event will outline some ‘tax year end’ essential actions and highlight strategies that should be considered in the new tax year ahead.

Focusing on holistic and goals-based planning, our speakers will summarise the opportunities that can arise from informed advice, helping to guide you through the maze of tax efficient growth and wealth preservation.

It’s time to take charge and achieve your financial goals! 💰

REGISTER HERE 👉 https://sjp-co-uk.zoom.us/webinar/register/5716994498511/WN_Ckcec8_sRD2GwGFvY4fkCg

The value of your investment can go down as well as up. You could get back less than you invested. Taxation rules can change at any time and are dependent on individual circumstances.



Newsome 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 12/12/2023

12/12/2023

With the Christmas break rapidly approaching, UK investors will be hoping for an early present from the Bank of England's Monetary Policy Committee when they meet later this week. It's widely expected to keep interest at the current rate of 5.25%.

partnership.sjp.co.uk

07/12/2023

Has the season to be jolly come a bit too early? Global ended November in an upbeat mood. The MSCI World index registered its best month in three years, climbing nearly 9%. A similar return for the S&P 500 index represented its seventh best single month of returns in the past 100 years.

partnership.sjp.co.uk

29/11/2023

Last week, a sluggish FTSE 100 suggested that markets are still nervous about the British economy, despite the UK Chancellor talking up its performance during his Autumn statement.

partnership.sjp.co.uk

21/11/2023

After the risk-off mood in October, world have staged a strong recovery so far this month, as investors increased their bets that the major central banks have ended their lengthy run of interest rate hikes.

partnership.sjp.co.uk

07/11/2023

📢 Join esteemed experts from our Technical Connection Division, as they share an insightful update, following the Chancellor’s Autumn Statement 💼.

📅 Save the Date: Thursday 23 November 2023
💡 Tax and Financial Planning Essentials Following the Autumn Statement 2023
⏰ Time: 12:30 – 13:30
📍 Location: Zoom Webinar

Providing updates on the latest changes to our tax context and how to access available allowances, exemptions, and reliefs. This session will guide you through the maze of tax-efficient growth strategies, wealth preservation techniques, and the art of passing on your wealth to future generations 📈

It’s time to take charge and achieve your financial goals! 💰

The value of your investment can go down as well as up. You could get back less than you invested.

Taxation rules can change at any time and are dependent on individual circumstances.



Newsome 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 04/10/2023

Following the Chancellor’s Autumn Statement, join Claire Trott, Niki Patel and Tony Wickenden from our Technical Connection Division. They will analyse some of the changes announced, and how these might impact your financial planning strategy. Our experts will provide an update on the tax and pens...

01/11/2023

Last week saw the anniversary of the 1929 Stock Market crash, an event which led directly into the great depression. How did last weeks market fair?

partnership.sjp.co.uk

30/10/2023

Financial pressures look set to continue. 😕
Smart planning can help you retain control ✅

Financially it’s been a difficult few years for households in a range of income brackets. The cost of living has risen substantially as inflation has soared1, household energy bills have skyrocketed2, and interest rates are rising3. Meanwhile, investment markets have been choppy, which has been an...

25/10/2023

⚠ How late is too late to start saving for retirement? ⚠

Life expectancy has significantly increased over the years. 😄

So, it’s important to put a savings plan in place for your future – no matter what age you are!

When you’re considering your future and what to do with your money, it’s important to make sure you will have enough funds to cover your expenses and maintain a comfortable lifestyle after you stop working.