- Professional Financial Planning
- On-shore & Off-shore Investment Planning
- Individual Savings Accounts
- Keyman and Share Protection Cover
- Mortgage Broking
- Pension Planning
- Inheritance Tax Planning
- Pension Drawdown and Phased Retirement
- Tax planning
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 and are generally dependent on individual circumstances.