• Capital Growth in a tax effective way
• Planning effective retirement income streams 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 undertaken externally through trusted professionals.*
• Protection of your 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.**
• Reviews on a planned basis or when appropriate.
• Monitoring of changing global circumstances.
• Support for the person responsible for managing the family or business 'nest egg'.

*Trusts are not regulated by the Financial Services Authority.
**This may involve a separate and distinct service to those offered by St. James's Place.