Estate Planning
Estate Planning
Customarily, wealth has passed from one generation to the next upon death. This can be eroded under current taxation rules. Through estate planning wealth management, we can offer you advice to help manage your inheritance so you pass it on to those you love.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Lets have a chat
Find out how we can help you by booking a 15 minute meeting, which will take you directly to our calendar.
Your Partner, together with St. James’s Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner’s privacy policy which can be accessed on their website and St. James’s Place Wealth Management plc’s privacy policy which can be accessed at www.sjp.co.uk/privacy.
