Protection planning

Most of us know that we need to plan in order to protect the future. But few of us are actually doing anything about it.

The fact is that things have changed. There was a time when looking after your estate was only for the wealthy. Today, anybody can find themselves struggling to grasp the complexities of estate protection and Inheritance Tax, and it's not solely about Inheritance Tax either.

More than ever it’s vital to consider the whole picture. How does Capital Gains Tax affect you? What would happen if you were to fall ill? Are you prepared for suffering a loss of income?

We can help you to assess your individual situation and requirements, before coming up with a plan to give you the peace of mind you need.


We can ensure that, when it comes to protecting your estate, you get all the help, advice and support you need.

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 or Powers of Attorney involves the referral to a service that is separate and distinct from those offered by St. James's Place. Wills and Powers of Attorney are not regulated by the Financial Conduct Authority.

Got a question?

Do get in touch with us if you need a bit more information about these services, or any of our other financial planning advice.