CREATING VALUE AND SECURITY FOR YOU AND YOUR BUSINESS 

YOUR BUSINESS 

Strategic review

• Representing Broad Chare Partners
• Your company strategic review 
• Develop vision and strategy
• Develop vision and strategy 
• Business diagnostic 
• Direction and planning 
• Engagement 

Create a wealth management roadmap

• Create roadmap and planning timescales
• Company financial security
• Shareholders financial security
• Documents and agreements review 
• Review company tax burden 
• Remuneration audit 
• Tax efficient cash extraction 
• Effective use of company monies
• Identify investment opportunities
• Property purchase
• Staff development
• Share incentive planning 
• Company expansion 

Aspects of exit strategy planning

• Company valuation 
• Corporate grooming
• Corporate funding 
• Aspects of exit planning

YOU 

Strategic review 

• Presenting Broad Chare Partners 
• Your personal strategic review 

Develop vision and strategy 

• Identify priorities
• Direction and planning 
• Engagement

Create a wealth management roadmap

• Personal and family needs 
• Family security
• Individual tax planning/remuneration review 
• Risk assessment 
• Full asset review
• Individual portfolio planning 
• Income planning 
• Maximising tax-free cash 
• Estate and IHT planning 
• Wills**

Aspects of exit strategy planning 

• Creating financial independence
• Implementation 
• Maintaining the real value of wealth
• Ongoing reviews and valuation

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.

**The writing of a Will involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.