Effective Tax Planning

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Planning For Your Future
Effective Tax Planning
Later Life Planning

Understand future tax implications and plan to maximise your personal wealth

Inheritance Tax

Without careful planning, HM Revenues & Customs could become the biggest beneficiary of your estate, having a potentially ruinous impact.

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Investing for Income

We can provide you with a tailored portfolio that is completely bespoke to you. St. James’s Place funds invest in a wide range of asset classes.

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Investment Bonds

An Investment Bond is a long-term investment product, offering many benefits including a wide range of asset classes.

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Offshore Investments

Offshore investments are often an attractive option to people where a parent has provided capital to a minor, or for those who can expect their marginal rate of tax to fall.

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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 information contained is based on our interpretation of the current law and HMRC practice, and may change in the future.

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FAQs

Your financial future and available options can be confusing, view our frequently asked questions.

Am I Eligible?

At Wellesley, we support a wide variety of investment values.

What To Expect

A knowledgeable advice service tailored to you and your specific needs.

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