Our Services
Protecting You & Your Estate
There are many areas we need to consider when looking to protect our family and our homes. Inheritance and Capital Gains Tax, illness and loss of income to name but a few. Assessing suitable protection lies at the heart of what we do at St. James's Place Wealth Management, click here for further details.
These are subjects which few people greet with enthusiasm and many, not surprisingly, would rather delay consideration of these matters. To give an example, so few people do anything about their potential Inheritance Tax liability that the HM Revenue and Customs anticipated collecting in excess of £3.6 billion in 2006 / 2007.
Advice from your St. James's Place Partner could be invaluable and save you a great deal.
Inheritance Tax The first £312,000 (2008 / 2009) of an individual's estate is taxed at 0% and is therefore not liable to Inheritance Tax. |
Protection Planning Providing protection cover in the various forms of life, critical illness and disability solutions is at the heart of the St. James's Place Partnership's business in order to protect both you and your family. |
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Gifts The ability to 'gift' certain amounts of money or assets can be a valuable exemption from Inheritance Tax. |
Long Term Care We all know that we are living longer these days but the quality of our health in later years is not necessarily improving, meaning that more and more people are choosing, or are obliged to, move into care homes. |
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Professional Trustee Services St. James's Place Trust Company Jersey Limited specialises in the provision of trustee and other fiduciary services exclusively to clients of |
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