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 HM Revenue and Customs collected £2.2 billion in 2009/10 alone. (HM Revenue & Customs, 2010)
Advice from your St. James's Place Partner could be invaluable and save you a great deal.
Inheritance Tax The first £325,000 (2009 / 2010) 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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Later Life Planning The St. James's Place Later Life Planning Scheme enables you to safely reduce your exposure to Inheritance Tax by providing monetary gifts to your loved ones and secure an income to help cover your long term care costs. |
Gifts The ability to 'gift' certain amounts of money or assets can be a valuable exemption from Inheritance Tax. |
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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. |
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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