Preserving your estate for future generations, nearing retirement we work to maximise tax opportunities along with an investment strategy that seeks outperformance.

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 is dependent on individual circumstances.