SJP Webinars
Discover our series of St. James’s Place webinars, designed to enhance your knowledge, empower your decision-making and improve your financial wellbeing.
Working closely with industry experts, this complimentary programme of events is easy to access virtually via Zoom and covers a wide range of topics from tax and holistic goals-based planning to investment strategies and fund performance. These will provide much food for thought and demonstrate the true value of seeking informed financial advice.
Previous webinar recordings are also accessible on this page.
Register now to join our upcoming events and take the next step towards financial confidence.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Upcoming webinars
Thursday 12 February 2026
12:30 – 13:30
As we approach the end of the tax year, now is the ideal time to review your financial position and make sure you are making the most of the tax reliefs and allowances available to you. Good financial habits, applied consistently, help ensure your hard work translates into long-term reward.
This session will be hosted by Iain McLeod and will feature expert insights from:
- Niki Patel, Tax and Trusts Specialist
- Claire Trott, Head of Advice
Together, they will guide you through key considerations as we approach the tax year-end, including:
- Completing your year-end tax checklist with confidence
- Making the most of your annual tax reliefs and allowances
- Identifying tax-saving opportunities tailored to your individual circumstances
- Understanding inheritance tax considerations
- Reviewing business and income tax insights
- Conducting an overall financial health check
Whether you are looking to strengthen your financial habits or simply ensure you are well-prepared for year-end, this webinar will provide practical, actionable guidance to support your goals.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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.
Trusts are not regulated by the Financial Conduct Authority.
Past webinar recordings
Please note that webinar recordings may take up to a week to appear on this page. We appreciate your patience as we ensure the best viewing experience.
Budget rundown - the ins and outs of the red box
Watch our expert webinar below as we break down the key announcements from the Chancellor’s Budget and what they mean for your finances.