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Few of us are comfortable discussing death and money. The truth is, if you know whom, or what, you want your wealth to be passed on when you die, you can’t afford not to.

Consider this: how would you feel if your loved ones had to pay more tax on their inheritance than needed when you pass away?

A lot of people are shocked to discover how much of their wealth can be subject to Inheritance Tax (IHT).

It can be complicated. Your home, investments, and even family heirlooms can all result in an unexpected tax bill for your loved ones.

We can help prevent this.

By thinking ahead, and with some careful planning, SJP can help you get your estate in order, and find effective ways to reduce the amount of money your loved ones will have to pay HMRC.

Whether it’s a gifting plan, gifts from income, life assurance in trust or rewriting your Will, our experts are on hand to help ensure those closest to you are looked after now, and in the future.

The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances.

The writing of a Will necessitates the referral to a service that is separate and distinct from those offered by St. James's Place. Wills and trusts are not regulated by the Financial Conduct Authority.

How we can help you

Whether you need to start investing today, start thinking about your pension, or planning to pass money on, our range of Advice and Services outlined here can help.

Investment planning

We'll help you find the right investments to help you achieve your financial goals.

Protecting you and your finances

We will provide solutions to meet your insurance and protection needs.

Retirement planning

We will provide you with retirement planning solutions.

Tax planning

We'll support you with tax planning whether you're just starting out, retired or somewhere in-between.

Corporate services

We can help entrepreneurs and corporate directors manage their personal, business and employees financial security.

Intergenerational planning

We will advise families on how to use their collective wealth to support future generations.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and can fall as well as rise. 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 dependent on individual circumstances.

Here to give you the confidence to create the future you want

St. James’s Place is a community of over 4,500 Partners who are among the best financial advisers in the industry. We choose and train our Partners very carefully, because they’re the ones who will guide and support you in achieving your financial goals throughout your life.

Personal relationship

We specialise in providing high quality personal face-to-face advice, creating a holistic approach to wealth management, supporting our clients to a state of financial security.

Responsible investing

We understand the responsibility we are given when our clients entrust us with their money, shaping our approach to investment management.

Advice guarantee

We guarantee the suitability of advice given by members of the St. James's Place Partnership when recommending any wealth management products and services from companies in the group. Click here for more information.

SJP Approved 28/04/2025

The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

Members of the St. James’s Place Partnership in the UK represent St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

St. James’s Place Wealth Management plc Registered Office: St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, United Kingdom.

Registered in England Number 4113955.