Parkes Associates

04/12/2025

They say the average Financial Advisor in the UK is 58… and apparently my “listening age” according to Spotify is close to that.

Thankfully, my actual age means I’ll be supporting clients through their financial plans for decades to come.

Feliz Navidad 🎄🎅

26/11/2025

The Chancellor has delivered her 2025 Budget. If you're unsure what the changes could mean for you and your money, I'm here to help.

Some headline measures include:

👴 Changes in Salary sacrifice

📈 'Wealth taxes' including increasing tax rates on property | Dividends | Savings income

💰 ISA reform - reducing Cash ISA allowances for most

✅ IHT relief - APR & BPR relief will be transferable between spouses & civil partners

👎 Income tax threshold freeze

For a more detailed breakdown, please use the link to my website below

🔗 - https://shorturl.at/qeVVr

02/07/2025

🌤 Great morning spent with the team at Downing discussing Inheritance Tax (IHT) planning strategies and the effective use of Business Relief (BR).

Key takeaways:

✅ Start planning well in advanced with clear objectives

🧠 Flexibility and agility within your plan is desirable within turbulent market and political periods

✅ You can't predict the future or legislation

📝 I now have a stylish new pen for client meetings

These solutions can deliver strong outcomes for the right clients—but as always, thoughtful, timely planning makes all the difference.

Thanks again to Downing for the informative session.

31/03/2025

🚀 Final Call for The PGA Member's🚀

Last chance to register for my webinar tonight covering everything Tax Year End & New Tax Year

This event is already highly subscribed so register today to cover;

✅ A tax year-end checklist to keep you on track
✅ Tax-efficient investment strategies tailored for PGA members
✅ Essential inheritance tax planning insights
✅ Expert guidance to boost your financial health

📅 Tonight – 31st March 2025
⏰ 18:00 - 19:00
📍 Online
💰 FREE for PGA Members & Trainees

💡 Seats are almost full! Don't miss out—sign up now: bit.ly/3DTFy0J

With the tax year-end fast approaching, now is the time to ensure your finances are in order!

Im hosting an exclusive free webinar designed specifically for The PGA golf professionals, business owners, and sole traders.

What you’ll learn:

✅ Insights and strategies to tackle upcoming changes with the new Tax Year

✅ A step-by-step tax year-end checklist to keep you on track

✅ Smart, tax-efficient investment strategies tailored to PGA members

✅ Insights into inheritance tax planning to protect your family’s future

✅ Expert guidance to optimise your business and personal finances

Webinar Details:

📅 Date: 31st March 2025

⏰ Time: 18.00-19.00

📍 Location: Online

💰 Cost: FREE for PGA Members & Trainees

👉 Register today: bit.ly/3DTFy0J

19/03/2025

With the tax year-end fast approaching, now is the time to ensure your finances are in order!

Im hosting an exclusive free webinar designed specifically for The PGA golf professionals, business owners, and sole traders.

What you’ll learn:

✅ Insights and strategies to tackle upcoming changes with the new Tax Year

✅ A step-by-step tax year-end checklist to keep you on track

✅ Smart, tax-efficient investment strategies tailored to PGA members

✅ Insights into inheritance tax planning to protect your family’s future

✅ Expert guidance to optimise your business and personal finances

Webinar Details:

📅 Date: 31st March 2025

⏰ Time: 18.00-19.00

📍 Location: Online

💰 Cost: FREE for PGA Members & Trainees

👉 Register today: bit.ly/3DTFy0J

06/12/2024

📢 Last Call – Final Spots Available!

Power Your Business Potential: Tax Efficiency, Risk Mitigation & Financial Independence

🗓️ Monday, 9th December
⏰ 6:00 PM
📍 Webinar

This 1-hour online session exclusively for The PGA members is tailored for Ltd Company owners | Club Professionals | Coaches with real world case studies

🔗 Register here: https://sjp-co-uk.zoom.us/webinar/register/WN_QDtmjlk3SkmEI7mB0t9CnA

03/12/2024

✨ Webinar for The PGA Members ✨

Power Your Business Potential: Tax Efficiency, Risk Mitigation & Financial Independence

🗓️ Monday, 9th December
⏰ 6:00 PM (1-hour online session)

Are you a PGA member managing your own business? Whether you’re a Club Professional, Coach, or Ltd Company Owner, this session is tailored to give you actionable strategies to strengthen your business and secure your financial future.

✨ Key Highlights:

Tax Efficiency: Learn to optimise income and how to structure your business for maximum efficiency

Risk Mitigation: Identify vulnerabilities and protect you and your business from financial uncertainties.

Exit Strategies: Plan for financial independence and a profitable business exit.

This practical CPD course includes real-life case studies and insights to help you tackle financial challenges and achieve long-term success from your career

🔗 Secure your spot now:
https://lnkd.in/eDpPXhSw

04/10/2024

🤔 Is this event the right fit for you?

PGA members have such a broad range of potential business paths—whether you’re involved in:

🎯 Coaching
🏌️‍♂️ Running an Academy
📊 Retail or Golf business
⛳ Managing a driving range or golf course
🏢 Operating your Ltd company

With over 80 potential career paths within the PGA, this event will guide you from start-up, growth, and even business exit strategies.

Join us on this journey—learn, connect, and level up your business! 💪

👉 Sign up now on PGA learn

19/09/2024

📢 Power Your Business Potential: How to Start, Grow, Expand, and Exit Your Business as a The PGA member 🚀

This session will guide you through every stage of your business journey, culminating with the tools to create financial plan

Gain the tools and insights to:

- Develop strategies for personal & business growth
- Identify vulnerabilities & risks
- Tax efficient structures & strategies
- Tools to plan your exit and create financial independence

The event will showcase real-life case studies to demonstrate effective strategies other PGA members have successfully incorporated. Plus, you’ll walk away with the tools you need to action and support your business success!

📅 6th | 13th | 21st November 2024
⏰ Time: 10.00 – 2.00pm
📍 Location: Nottingham │ Newcastle │ St. Albans

🔗 Register now!

6 November 2024 - Nottingham
https://rb.gy/7l5868

13 November 2024 - Newcastle
https://rb.gy/n31egb

21 November 2024 – St Albans
https://rb.gy/5itt4t


Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place
Parkes Associates 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).

SJP Approved 19/09/2024

19/09/2024

📢 Power Your Business Potential: How to Start, Grow, Expand, and Exit Your Business as a member 🚀

This session will guide you through every stage of your business journey, culminating with the tools to create a financial plan.

Gain the tools and insights to:

- Develop strategies for personal & business growth

- Identify vulnerabilities & risks

- Tax efficient structures & strategies

- Tools to plan your exit and create financial independence

The event will showcase real-life case studies to demonstrate effective strategies other PGA members have successfully incorporated. Plus, you’ll walk away with the tools you need to action and support your business success!

📅 6th | 13th | 21st November 2024  

⏰ Time: 10.00 – 2.00pm  

📍 Location: Nottingham │ Newcastle │ St. Albans  

 

🔗 Register now on PGA Learn

6 November 2024 - Nottingham

https://rb.gy/7l5868

 

13 November 2024 - Newcastle

https://rb.gy/n31egb

21 November 2024 – St Albans

https://rb.gy/5itt4t

 

Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place

Parkes Associates 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).                                                           

                                                                             

 SJP Approved 19/09/2024