• Tax Effective Capital Growth

• Planning effective retirement income and tax free lump sums

• Domestic Mortgages up to £10 million, (in excess of this by special arrangement)

• Building capital from income

• Effective use of trusts* organised externally through trusted professionals

• Protection of business assets in the event of ill health, or death of key individuals

• Minimising the effects of personal and corporate taxation

• Protection of personal assets

• Planning exit strategies for business owners**

• Regular planned reviews

• Monitoring changing global financial climate

* Trusts are not regulated by the Financial Services Authority
** May include services that are separate and distinct to those offered by St. James's Place