FAQs
I am coming up to retirement. Can you advise on the most tax-efficient ways to take money out of my pension on retirement?
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I am self-employed and haven’t been saving for my retirement. Can you help me set up a pension and work out what I should be saving each month/year for my retirement?
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I have multiple pensions from previous employers, can you advise on these?
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Are you able to advise me on making contributions to an ISA?
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I’m looking to put a tax efficient, savings plan in place for my children, please can you advise me on the best investments?
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Are you a one-off point of contact or do you offer ongoing advice?
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Are you able to come to my house to advise me on my investments so I don’t have to bring all the paperwork to you?
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I recently inherited some investments, and I don’t know what they mean, are you able to help?
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Are you able to assist with investments that I could offset my income tax bill against?
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I’m looking for some life insurance, is this something you could help me with?
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The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value may therefore fall as well as rise. 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.
