personal advice

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So often successful business people are just too busy running their companies to spend enough time looking after their own finances.

Therefore offering our Private Client Services with access to the Business Advisory arm provides the ideal complementary service for the entrepreneur.

In addition you may need help to extract the proceeds of sale of your business in the most tax efficient manner not least with an eye on inheritance tax mitigation as the benefits of Business Relief, whereby the value of the company is exempt from inheritance tax whilst you own it will no longer apply to the sale proceeds.

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.

Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.

Business Advisory

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Exit And Succession Planning