The advice provided was given after a full evaluation of Mr & Mrs X’s specific needs, circumstances and requirements. The solutions provided may not be suitable for everyone and the information provided here does not constitute advice.
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 and are generally dependent on individual circumstances.
Will writing involves the referral to a service that is separate and distinct to those offered by St James’s Place and along with Trusts are not regulated by the Financial Conduct Authority.