Financial Aspects Surrounding Redundancy
State Benefit Guidance
Inheritance Tax Planning and Trust Advice *
Onshore and Offshore Investment
Portfolio Management Services**
Annuities and Income Drawdown
Savings and Mortgages
Critical Illness and Income Protection
Aspects of Exit Strategy Planning
Self-Invested & Small Self-Administered Pensions
For Professional Partners
Working Together to provide……..
Integrated Solutions for your Clients
Access to Taxation and Trust Services**
Inheritance Tax Planning
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.
* Trusts and some areas of Commercial Lending are not regulated by the Financial Conduct Authority
** This involves the referral to a service that is separate and distinct to those offered by St. James's Place.