Have you had time to consider any of the following questions?
Whatever financial challenges you face we can help you achieve clarity on your business and personal financial ambitions to achieve the lifestyle you require now and during retirement.
We will take the time to review your current pension plans and work out the impact of recent changes to tax laws on your finances. We will help you to create a robust goals-based plan and we will help keep you on track every step of the way.
Looking at ways to ease your liability is now as important as ever. During an initial consultation we will consider whether you are fully maximising your ISA and Capital Gains Tax allowances.
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.