Solution Planning

Our holistic approach often means working with external specialists such as tax advisers, accountants and lawyers to solve your specific tax or structural problems. these services will be separate and distinct from those offered by St. James's Place. 

The levels and bases of Inheritance Tax and reliefs from Inheritance Tax can change at any time and are generally dependent on individual circumstances. 

As your Trusted Adviser, with a wealth of knowledge in this sector, we can assist you in making the right choices for your individual needs. 

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.