There is no shortcut to financial security for you and your family. And the route isn’t always easy. Uncertainty in the markets, about the economy, and government tax policy, can all present obstacles that slow your progress.
But by having a plan, and the discipline to keep taking steps over a number of years, you can get where you want to be. That focus includes taking advantage of your tax-saving and investment opportunities before the end of the tax year.
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 dependent on individual circumstances.
