SJP Secure your legacy
There’s a certain peace of mind that comes from knowing you’ve been making the right financial decisions throughout your life.
We can help you to feel the benefits of your smart financial planning now and secure the legacy you’ll leave when the time comes.
By the numbers:
The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances.
This may involve a referral to Care Sourcer, a comparison and care matching provider, whose services are separate and distinct to those offered by St. James's Place.
**This calculation is based on 2 x £325,000 inheritance tax allowances + 2 x £175,000 main residence allowances. The main residence allowance is available when you pass your main residence on to a direct lineal descendant.
***Source UK Care Guide, accessed December 2023, ukcareguide.co.uk