Ask yourself this. If you knew that everything you worked hard for in life, your house, your money, your investments, your business, could be slowly eaten away only to benefit the government when you die, what would you do?
It might sound dramatic, but it’s exactly what’s happening to many people’s hard-earned wealth right now.
Either through lack of knowledge, lack of financial planning or lack of motivation, personal and family wealth is diminishing. But it doesn’t have to.
There are many ways in which you can future-proof your wealth right now.
There are quick and simple solutions that will give you and your family peace of mind in the short-term. And there are more comprehensive long-term strategies to help secure your and your family’s financial future throughout generations of uncertain times.
Future Investment - Now!
Your wealth needs protection. We can create a plan with you that does this now and for long into the future.
- We can advise you on how to utilise your personal and business allowances to mitigate tax - Inheritance Tax (IHT), Capital Gains Tax, Income Tax, Corporation Tax.
- We can help you plan and implement financial solutions for the tax-efficient transfer of wealth during your lifetime and when you die, so your family can benefit now and in the future.
- And we can help you protect your wealth from events beyond your control. For when life happens. Things such as illness, incapacity, bankruptcy, divorce.
This is a very simple overview. It takes more than a Will* and a little will-power.
To create wealth takes hard work, determination and a little luck. To protect wealth simply takes planning.
Contact us today to get started.
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 are not regulated by the Financial Conduct Authority.
