Effective Tax Planning

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.

Inheritance Tax Planning

Many people are unaware that Inheritance Tax (IHT) can have a significant reach and if not planned correctly

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Investing for Income

We can provide a bespoke portfolio suited to your requirements. St. James’s Place have a team of the best fund managers available, managing both corporate bonds and equity income.

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Investment Bonds

Bank and building society accounts have only experienced small levels of interest payment for some time. And investors would be keen to gain the best return on investment, regardless of inflation increases.

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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.