Later Life Planning

The St. James’s Place Later Life Planning Scheme enables you to safely reduce your exposure to Inheritance Tax by providing monetary gifts to your loved ones and secure an income which, should the need arise later in life, help cover your long term care costs.

Key benefits of the Later Life Planning Scheme:

Safely make monetary gifts to loved ones during your lifetime

Reduce or even eliminate your exposure to Inheritance Tax

Arrange a pre–set income for life to help safeguard against care costs, if required in the future

Keep control of your money

Benefit from using gifts & trusts

If you would like to receive a free ‘Later Life Planning’ Fact Sheet and find out more about how we could help you and those closest to you, look forward to the future with security and confidence, please complete your details below.

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