Protecting You & Your Estate

There are many things to consider when looking to protect your family and your home. Inheritance tax and capital gains tax, illness and loss of income (to name but a few) need to be considered in an effective protection planning strategy.

Assessing suitable estate protection lies at the heart of what we do at St. James's Place Wealth Management. Download our guide to Protecting the People that Matter (PDF) to find out more.


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    Inheritance Tax

    Without the right advice and careful financial planning, HM Revenue & Customs can become the single largest beneficiary of your estate following your death.

  2. father and daughter

    Intergenerational Wealth Management

    If your children or parents need financial assistance, you may want to transfer some of your wealth during your lifetime, rather than wait for your Will to take effect.

  3. gifts

    Gifts

    Making a gift of certain amounts of money or assets can be a valuable exemption from Inheritance Tax.

  4. protection planning

    Protection Planning

    There are plenty of circumstances which call for adequate insurance to be in place, for example going on holiday or insuring your home against damage or theft.

  5. later life planning

    Later Life Planning

    It’s no secret that healthier lifestyles and better medical care is increasing life expectancy in the UK.

  6. long term care

    Long Term Care

    Arranging care for yourself or a loved one can not only be an emotional time, but also a very complicated one.

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    Estate administration

    Estate administration is the process of dealing with a person’s legal, financial and personal tax affairs after they have died.

  8. professional trustee services

    Professional Trustee Services

    The principle of trusts began centuries ago when people would assign their assets and valued items to a trusted person — a trustee — before going to war.

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