Gallimore Wealth Management LLP

Gallimore Wealth Management LLP We provide bespoke financial planning services to individuals and companies.

Gallimore Wealth Management LLP 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).

Is your money working as hard as you do? đź’Ľđź’ŞGood financial habits, like making the most of your annual tax reliefs and al...
12/02/2026

Is your money working as hard as you do? đź’Ľđź’Ş
Good financial habits, like making the most of your annual tax reliefs and allowances help ensure your effort brings greater reward.

As we approach tax year-end, now is the perfect time to check in on your financial fitness.

Join us on Thursday 12 February 2026, 12:30–13:30, for our live webinar:
✨ Ready for Tax Year-End?

Hosted by Iain McLeod, with expert insights from:
🔹 Niki Patel – Tax and Trust Specialist
🔹 Claire Trott – Retirement & Holistic Planning Specialist

You’ll learn:
✔️ How to complete your year-end tax checklist with confidence
✔️ Tax-saving opportunities tailored to you
✔️ How to maximise reliefs and allowances
✔️ Key inheritance tax considerations
✔️ Practical steps to strengthen your financial wellbeing
Start building strong financial habits today, your future self will thank you.

👉 Save your spot now: Register here https://sjp-co-uk.zoom.us/webinar/register/4917611376598/WN_2iWAG4LFSBSoxtfXwCZTnA

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

Trusts are not regulated by the Financial Conduct Authority.

St. James’s Place Representatives represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

SJP Approved 19/12/2025

Budget rundown - the ins and outs of the red box 🗓 Friday 28 November🕧 12:30 – 13:30💻 Zoom Webinar https://tinyurl.com/...
27/11/2025

Budget rundown - the ins and outs of the red box
đź—“ Friday 28 November
🕧 12:30 – 13:30
đź’» Zoom Webinar https://tinyurl.com/bd4vscxc
🎯 Open to all

The Chancellor’s Budget, announced on 26 November will be a major economic event for the UK and could bring significant changes to tax, pensions, savings, and estate planning.

To help you understand what the changes mean for you, join our live expert webinar within 48 hours of the announcements.

Our panel of specialists will break down the key announcements and share practical guidance on how to respond effectively.

What we’ll cover:

The broad economic implications

Potential tax threshold changes and implications

Pensions and allowance updates

ISA and savings incentives

Inheritance Tax and trust planning considerations

Support for families, high earners, and business owners

Immediate actions to consider following the Budget

Speakers:

Hetal Mehta, Chief Economist

Claire Trott, Head of Advice

Niki Patel, Tax & Trusts Specialist

Hosted by:

Iain McLeod, Head of Private Clients

You’ll also have the opportunity to submit your questions live to our expert panel.

Stay informed and confident as you plan for the year ahead, we look forward to welcoming you.

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The Henley Building, Newtown Road
Henley On Thames
RG91HG

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