The‘St. James’s Place Partnership’ and the titles‘Partner’ and‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Members of the St. James’s Place
Partnership represent St. James’s PlaceWealth Management plc, which is authorised and regulated by the Financial Conduct Authority. St. James’s PlaceWealth Management plc,
St. James’s Place UK plc, St. James’s Place UnitTrust Group Ltd and St. James’s Place International plc are members of the St. James’s PlaceWealth Management Group. St. James’s Place
UK plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. St. James’s Place UnitTrust Group
Ltd is authorised and regulated by the Financial Conduct Authority. St. James’s Place International plc is authorised and regulated by the Central Bank of Ireland. St. James’s PlaceWealth
Management plc Registered Office: St. James’s Place House, 1Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, United Kingdom. Registered in England Number 4113955.
Building a secure financial future requires expert
planning and skilful execution. It doesn’t happen
by accident. The foundations are based on making
the most of your available tax reliefs and tax-saving
investment options.
We can help turn your sketch into a plan. Don’t miss
out on the opportunities presented by the end of
the tax year.
Act before 5 April.
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 invested.The levels and bases of taxation and reliefs
from taxation can change at any time and are dependent on individual circumstances.
TO F IND OUT MORE PLEASE CONTACT YOUR ST. JAMES ’ S PLACE PARTNER
Tax planning...
BYDESIGN
BETTER