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Protecting

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March 28, 2025 Protecting

Why it’s time to start talking long term care with your family

Feeling financially and emotionally responsible for the welfare of both children and parents can feel like being caught between a rock and a hard place. Financial advice can be invaluable…

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March 27, 2025 Protecting

Protect your loved ones with tax-efficient planning

Nobody can predict your future, but that doesn’t mean you can’t prepare for it. Protecting your family and your assets brings reassurance that, whatever happens, everything you care about is…

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January 31, 2025 Protecting

Could a Legacy Preservation Trust help minimise your IHT bill?

We all want to leave the best legacy we can to those we love. There are some easy steps you can take during your lifetime to protect your estate from Inheritance…

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November 27, 2024 Protecting

Navigating the impact of inheritance tax on farmers and landowners

At a glance Without the benefit of agricultural property relief, inheritance tax can have significant implications for farm owners, potentially placing a financial burden on families looking to pass down…

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October 31, 2024 Protecting

What is protection and why do I need it?

At a glance Protecting your family is often low on a busy to-do list, yet it’s a fundamental part of any family’s financial plan – and financial resilience. Financial protection…

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July 17, 2024 Protecting

Will paying for long-term care affect my inheritance planning?

At a glance Many more of us people are living to 100, and we may need social care for years – making a big dent in our savings and the…

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June 5, 2024 Protecting

Maximising Financial Security: The crucial role of wealth managers for personal injury and clinical negligence victims

At a glance Expert wealth managers can play a key role in supporting victims of personal injury or clinical negligence at a particularly vulnerable time in their lives. This is…

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May 15, 2024 Protecting

Why income protection is more than just a safety net

At a glance Income protection offers the peace of mind that your home, family and lifestyle aren’t affected if you’re unable to work because of illness or injury. Proper income…

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February 8, 2024 Protecting

You, your divorce and your taxes

This article covers the tax issues to consider if you are divorcing and live in England and Wales, or Northern Ireland. Scotland has a different legal structure, so it’s important…

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January 11, 2024 Protecting

Do I have to sell my home to pay for care?

At a glance It’s never too early to think about how you might fund long-term care in later life, either for you, your partner or your parents. Care can be…

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  • Home
  • Company
    • About Us
    • St James’ Place
    • Meet the Team
    • Chartered Financial Planners
  • Advice & Services
    • All
    • Corporate Services
    • Exploring Intergenerational Wealth Management
    • Investment Planning
    • Mortgages & Specialist Banking
    • Protection Planning
    • Retirement Planning
    • Tax Planning
    • Will Writing
  • Calculators
    • IHT Calculator
    • Pension Calculator
    • Risk Reality Calculator
    • ISA Calculator
    • All
  • Contact Us
  • Funds
  • Insights
  • Client Area