Succession Planning for the future

Once we’ve built your Financial Life Plan, identified your magic number, and put in place a road map to fully fund your future, then we can look at intergenerational planning with the wider family in mind.

• Making lifetime gifts
• Creating tax efficient funds for beneficiaries
• Passing on a family business
• Choosing the best structure for your investments, pensions, physical assets

Create a Legacy that changes lives

Smart legacy planning can help ensure the people who matter most to you receive as much of your wealth as possible. Securing your family’s financial wellbeing after you’re gone has the power to be life changing, passing on inheritances can be transformational - lump sums can secure a first home, put a grandchild through university, or make a dream come true.

Knowing that your own financial future is secure, you may be concerned to ensure that your wealth can benefit loved ones. Our team of advice specialists can help you structure your wealth to do this, whether through the right blend of investment plans, more advanced trust planning, Wills and probate services, or working with tax specialists.

Whether during your lifetime or upon your passing, whether to family members or to charitable causes, we can help you establish the right planning to protect and pass on assets and wealth in a tax-efficient manner.

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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.