Global mobility is becoming commonplace for entrepreneurs and high growth businesses. Being prepared to navigate the challenges of global mobility could unlock opportunities and provide the pathway to financial freedom. Whether it means tax & residency, wealth management, tax effective income strategies; we’re with you throughout the journey to help improve the financial wellbeing of your finances, your business and its people.

• Are you hoping to unlock wealth planning opportunities?
• Is the structure of your finances optimum for what you trying to achieve?
• Are your Senior Leadership Team making the most of tax efficient planning opportunities?
• Have they structured their finances in preparation for future capital events?
• Do your employees understand the benefits available to them in your business – now and in the future? Would your business benefit from your people feeling more secure and happier?

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Tailored Workshops

We have a series of financial education sessions available for your leadership team and employees; we can tailor these to suit the needs of your business. These sessions can cover:

• Tax effective strategies
• Long term incentive plans
• Stock/equity options
• Save as you earn
• Retirement planning

Personal 1:1 Consultations

1:1’s with the opportunity to ask specific questions relating to individual personal circumstances. These sessions offer guidance, with the option for individuals to request additional follow up advice if needed.

Workplace Pension 360 Review

Is your pension scheme fit for purpose – for your business and employees? Did you know that if your existing pension scheme is set up as a standard “relief-at-source" pension scheme, both the company and employees can benefit from national insurance savings through salary sacrifice. A review could help your business save money.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.