The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and the value may fall as well as rise. You may get back less than the amount 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.
Business exit planning may include the referral to a service that is separate and distinct to those offered by St. James’s Place.
Business Relief qualifying investments are illiquid investments, subject to future and retrospective tax changes and as such are suitable only for experienced, sophisticated or high net worth investors who accept that they may get back significantly less than the original investment.
Trusts are not regulated by the Financial Conduct Authority.
1,3,4 10th global family business survey: from trust to impact: why family businesses need to act now to ensure their legacy tomorrow, PwC (Based on 2,801 online surveys of owners and executives conducted in 87 territories between 5 October and 11 December 2020)
2 How to Enhance Long-term Business Value Through Sustainability, EY, July 2021