Senior Corporate Executives

Have you had time to consider any of the following questions?

  • Are your personal affairs set up in the most tax-efficient way?
  • When are you thinking of retiring?
  • Are your insurance needs properly met?
  • How will current pension legislation affect you?
  • Are your previous pension arrangements working hard for you?
  • How much income do you need when you retire?
  • Have you protected your pension and death benefits for your loved ones?

Whatever financial challenges you face, clarity on your business and personal financial ambitions creates confidence, and sets you up to achieve the lifestyle you'd like now and during retirement.

Let's take the time to review your current pension plans and work out the impact of recent changes to tax laws on your finances. From there, we can create a robust goals-based plan to keep you on track every step of the way.

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 depends on individual circumstances.

Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in a number of advice areas.