PRESERVING YOUR WEALTH
Preserving your wealth is the third stage of Wealth Management
Wealth preservation is likely to be vital in maintaining the lifestyle you enjoy. An adviser will be looking at strategies to protect your assets and mitigate tax liabilities.
Investing tax-efficiently can mean you preserve more of your wealth and may allow you to reach your financial goals sooner. Effective tax planning and restructuring your finances can reduce the amount of tax you pay by ensuring you claim all your tax allowances and reliefs.
Another way to preserve wealth is to have the right protection policies in place to keep you and your family financially secure should the unexpected happen. Your adviser can also help you to protect your wealth if you or a family member require long term care. Determining the retirement option that best suits your circumstances can also have an impact on preserving your 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.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Preserving Wealth
The third stage of financial management is preserving your wealth. Your financial adviser will develop a strategy to help protect your assets and mitigate tax liabilities.
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Book your place at a complimentary seminar
We offer complimentary seminars on investment planning, retirement planning and inheritance tax mitigation to help you to make more of your money. Our financial advisers will be there to answer your questions.
Frequently asked questions
A Financial Adviser will work with you to understand your individual circumstances to tailor a strategy for you to preserve your wealth.
The objectives of a long-term invest can differ depending on the individual or business. This may include returns on investment and profitability or improved leadership, productivity and corporate image.
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.
Enquire now
If you have any queries or would like to arrange a face to face meeting with an adviser for a no obligation review of your personal finances, simply book a call back using the form below. Alternatively, you can call us on 0117 973 0500.
