Preserving your wealth

We explore all areas of protecting your estate

Hard-earned money should be preserved for future generations, so we explore all avenues and put plans in place that aim to achieve this. We scrutinise every area which can potentially disrupt how wealth is passed to your nearest and dearest. Gifting, inheritance tax, protection planning and the fallout of Later Life planning will all come under examination of our expert team.

How can we help?

Protecting your estate

You’ve worked hard over the years for your capital, and nobody wants to see HM Revenue & Customs to unnecessarily benefit when you die. By working with our advisers, we can plan together so that where possible the results of your hard work are passed to those closest to you, to help them achieve their goals and aspirations. The impact of Inheritance Tax (IHT) can be significant if an estate’s affairs are not in order, leading to negative outcomes for family and loved ones.

There are a number of options to explore when looking to mitigate Inheritance Tax, from accurate professional will writing, lifetime gifting and transfer of assets to tax-efficient funds. These can all be discussed during your consultation.

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.

Will writing involves the referral to a service that is separate and distinct to those offered by St. James’s Place. Wills are not regulated by the Financial Conduct Authority.

Planning for the future unfortunately must include planning for the unexpected happening. We all want to keep ourselves and our families safe and well, and protection planning can help ensure that this is the case. Our advisers will cover a range of scenarios with you and help your prioritise your protection planning, from Life Cover and Critical Illness to Employee Benefits and Private Medical Insurance.

The above are just a selection of the solutions available. Please seek our advice so that we can tailor a solution specifically for your needs.

As life expectancy increases and we enjoy a longer retirement, many of us will at some point have to consider long-term care for ourselves or a loved one. The cost of this can be unexpectedly high, and it is important to have plans in place to cover this if needs be. If you are considering your future options or currently looking at long-term care options, our advisers can provide the support needed to ensure that plans are in place should care be needed, and wealth where possible is passed to the next generation.

Working with you

A financial service to suit every need possible...

We provide face-to-face financial advice to our clients.

Giving you the opportunity to review your financial affairs regularly.

Managing your investments proactively, with your needs in mind.

Exploring new opportunities with you.

Planning for the future appropriately helps to preserve your estate and pass it to those closest to you.

Protecting those closest to you with estate planning.

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Putting you and your family first…

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Our friendly team can assist you with every avenue of financial planning. Get in touch to find out more.

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