We provide experienced but bespoke advice to Company Directors on all aspects of wealth management.
Here are some of the areas we advise upon to help you become more tax-efficient and wealth ‘healthy’:
- Remuneration packages
- Corporation tax planning
- Financing buy-outs and buy-ins
- Pension Schemes
- Commercial Property Investment (via a fund)
- Income tax and National Insurance
- Offshore Investments and Trusts*
- Estate Planning
- Exit Strategies**
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 could therefore go down as well as up. You may get back less than you initially invested.
The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances.
*Trusts are not regulated by the Financial Conduct Authority.
**Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James’s Place.
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