Tax is a word that can fill even the most financially solvent individual with fear, and sting them when they least expect it. If you are concerned about how tax could erode your finances, speak to the Sage Wealth Management team today. They can help you to understand future tax implications of everything from inheritance to investments, expertly guiding you in maximising your personal wealth.
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.
An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society.