Forming the bedrock for a comfortable lifestyle and provision for the future, we aim to guide you through the complexities of financial planning. Helping you to protect, grow and pass on your wealth, we make sure you understand all the options that are available to you and consider possible outcomes. Circumstances change, but the calibre of our advice gives you the armoury to make informed decisions about your money to make it work harder for you.
To manage all your finances so that you have a joined up plan at all times, we help you with:
Inheritance Tax Planning
Critical Illness Cover
Tax Efficient Wills'*
Care Fees Planning
Investments (Onshore & Offshore)
Discounted Gift Plans
Asset Preservation Trusts
Utilisation of capital gains, gift & Loan Trusts allowance
SIPPs and SSASs
Stockbroker Portfolio Management*
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The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time and are generally dependent on individual circumstances.
*Please note those marked with an asterix, involve the referral to a service that separate and distinct to those offered by St. James's Place.
*Wills and trusts are not regulated by the Financial Conduct Authority.