Protection planning

There was a time when looking after your estate was only for the wealthy.  Most of us are aware of the need to make plans to ensure our futures are protected, but very few of us are actually doing anything about it.

Today, anybody can find themselves struggling to understand the complexities of estate protection and Inheritance Tax processes, and it's not solely about Inheritance Tax either.

More than ever it’s vital to consider the whole picture. How does Capital Gains Tax affect you? What would happen in the event of illness? Are you prepared should you suffer a loss of income?

We will can help you to assess your individual situation and requirements, before devising a plan to ensure you have the peace of mind you need.

Here to ensure that, when it comes to protecting your estate, you’ll get all the help, advice and support you need.

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.

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

Got a question?

If you would like to speak to us about a particular issue or wish to find out more about the services we offer, please get in touch.