After determining your specific financial goals and objectives, and assessing your risk tolerances, we
will be able to develop a comprehensive strategy
tailored to your individual needs, in the following areas:
- Inheritance Tax Planning and Trust Advice*
- Specialist Tax Planning
- Onshore and Offshore Investment
- Portfolio Management Services
- Annuities and Income Drawdown
- Corporate Advice
- Business Assurance
- Exit Strategy Planning**
- Self Invested & Small Self Administered Pensions
- Trustee Investments
- Commercial Lending*
- Commercial Insurance
- Family Protections
- General Insurance
* Trusts and some areas of Inheritance Tax Planning and commercial lending are not regulated by the Financial Conduct Authority.
** May involve services that are separate and distinct to those offered by St. James's Place.
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 and are dependent on individual circumstances.