The end of the tax year is the final opportunity to use valuable reliefs and exemptions that would otherwise be lost. Answer the questions below and we will get in touch to discuss what steps could be taken to improve your financial position before the end of the tax year.
*Please note that this figure is given for illustrative purposes only. The amount you receive will depend on how the fund grows and could be more or less than the figure provided.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.
By clicking ‘Next’ you give approval for St. James’s Place to contact you to discuss the information you have provided. We will never share your information with any third party.