Taxes are one of the most significant expenses a wealthy, successful person will incur over their lifetime.
Therefore, a tax minimisation strategy is a critical part of the wealth planning process that you should not ignore. Tax planning should also be on your radar if you want to build a flexible structure that adapts to unknown circumstances in the years ahead.
Let us create a tax-efficient investment strategy that will optimise your tax obligations and maximise your overall wealth planning process.
How we can help?
Working with us means your money has the chance to benefit from St. James’s Place’s distinctive investment management approach, coupled with our ongoing advice and support to make the most of the opportunity to build tax-efficient wealth and avoid amateur mistakes.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
The St. James’s Place approach to investment management only applies to St. James’s Place Products.
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. You are advised to seek independent tax advice from suitably qualified professionals before making any decision as to the tax implications of any investment.