Later Life Planning

Making a proper plan for your future

Later Life Planning

How We Can Help...

It’s never too early to start properly planning for your future. 

We are here to help you take control of your assets today so you have financial stability in the future. We understand that planning for later life can feel daunting, overwhelming and confusing, especially if that time seems so far away. Our experts work with you, empowering you to think about your financial future so that you can create an effective plan built around your needs.

Financially planning goes beyond retirement. What happens if you require long-term nursing support? Will you be able to afford to live in residential care? 

Taking control of your finances today will not only benefit you, but it will help to relieve potential stress and burdens felt by your family, including your children. 

The St. James’s Place Later Life Planning Scheme helps you create a plan built around you, so you can live a financially stable future. We explore ways to reduce your Inheritance Tax (IHT) or generate a steady income to help cover any additional costs when you’re no longer working.

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.

Experts in this field

Meet the Team

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...