Our Professional Services
| Private Clients |
- Audit of existing Wealth Management arrangements
- Tax and Investment Planning
- Portfolio Management*
- Inheritance Tax Planning
- Pension Fund Audit
- Lifetime Allowance Analysis
- Savings Facilities
|
| Business Clients |
- Succession Planning and Exit Strategies*
- Corporation Tax Mitigation
- Director’s Benefits
- A review of Employee Benefit Packages
- Commercial Lending*
|
| Legal |
- Asset Protection Review
- Estate Planning and Asset Preservation
- Powers of Attorney**
- Company Will arrangements**
- Property and Inheritance Tax Trusts**
|
| Specialist* |
- Share & Partnership Agreements
- Cross Option Agreements
- Share & Partnership Protection
- Key Person Assurance
- Portfolio Management
|
*Advice given in relation to these services are provided by (or likely to include areas that will be provided by) external specialists, whose services are separate and distinct to those offered by St. James's Place.
**Wills, Trusts, Powers of Attorney and some areas of Commercial Lending are not regulated by the Financial Conduct Authority and Wills Power of Attorney are a separate and distinct service to those offered by St. James's Place.
