Futureproofing your wealth

Protecting your assets today and tomorrow

Futureproofing your wealth

How We Can Help...

You have worked extremely hard for your wealth, so make sure your money and assets are passed onto those you love, and not the Government. 

Without a proper financial plan today, your estate might have to pay a big Inheritance Tax (IHT) bill when you die, which means your family and loved ones won’t benefit as much as you had hoped. 

By futureproofing your finances today, you ensure your wishes are fulfilled when you are no longer here. Our wealth management experts will help you take control of your finances today, so you have total peace of mind knowing that your hard-earned money and assets benefit those you love in the future.

When discussing futureproofing your finances, we will consider:

  • Designing you a financial strategy shaped around your goals and objectives
  • Creating a Will and setting up a Lasting Powers of Attorney
  • The transferring of your assets while you are still alive as gifts
  • Creating a tax-efficient fund to help your beneficiaries pay Inheritance Tax 

Together, we will protect your wealth today, tomorrow and in the future. 

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. 

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

Book An Appointment

Request a Meeting

The Partner together with St. James's Place plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner's Privacy Policy or the St. James's Place Privacy Policy.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Not what you were looking for?

View our other services below to find out more...

By clicking “Continue To Site”, you agree to the storing of cookies on your device to enhance site navigation, analyse site usage, and assist in our marketing efforts. View our Privacy Policy for more information.