In uncertain times it’s easy to let concern about what’s going on in the world cloud your judgement. The risk is that you delay the actions that can help you achieve financial security for yourself and your family. That includes taking advantage of the valuable tax breaks offered each tax year.
Is your pension planning on track to provide the retirement lifestyle you would like? How much of your wealth do you want to pass on to your family free of Inheritance Tax? It’s in your control.
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
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.