Best way to make Inheritance Tax work for you

We believe that when it comes to money management, it’s not just about growing your capital, it’s as much about preserving your assets too. 

Without proper planning today, a large amount of your assets and wealth might be given to the Government. This is called Inheritance Tax (IHT) and could impact everything you own, including your home, savings, investments, art, cars, jewellery and even family heirlooms. 

To minimise the burden Inheritance Tax could have on your family and loved ones, we work with you to carefully create a financial plan designed around your individual circumstances and objectives. Effective planning today will give you peace of mind in knowing that you can help provide financial security for your children, grandchildren and loved ones by optimising your asset worth.

Our financial experts help you design a Tax Inheritance strategy, without compromising your financial security today. Some of the services we can support you with include:

• Writing a Will*
• Using gifts by way of transferring your assets
• Utilising trusts*
• Passing on your pension

We work closely with four leading law firms, providing you with support across various legal services, including Inheritance Tax, marriage issues and general tax planning.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount initially 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. 

*Will writing involves referral to a service that is separate and distinct to those offered by  us and along with Trusts are not regulated by the Financial Conduct Authority.