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Areas we can help you with

As Chartered Financial Planners, we have extensive experience in shaping and populating financial plans ranging from the simple to the highly complex. We can help with:

  • Pre and post business sale wealth management- getting your personal financial affairs aligned with the sale of your business and shaping a highly effective post-sale strategy. This encompasses Inheritance Tax, pensions, and generating a tax efficient income post-sale designed to replace salary/dividends.
  • Pre and post retirement pension planning including taking benefits and managing Lifetime Allowance issues.
  • Working with existing advisers including lawyers and accountants, to produce integrated solutions across tax, Trust* and Inheritance Tax strategies.
  • Constructing, implementing and monitoring investment strategies using market leading providers.

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 depends on individual circumstances.

*Trusts are not regulated by the Financial Conduct Authority