One of the key elements of our role as Wealth Management consultants is to help clients create and maintain the most tax efficient environments for their savings and investments during their working lifetimes, after they have retired and when their wealth is eventually passed on to their heirs.
Our recommended financial planning strategies and advice solutions always contain a fundamental component of sound tax planning. When and where the situation dictates we will work alongside tax and audit professionals such as Accountants to offer a 360 degree service.
Whether you are a working or retired individual or an entrepreneur or business owner we can offer advice, strategy and solutions that could help you optimise tax efficiency for your own circumstances.
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.
Introduction to these third party providers involves the referral to a service that is separate and distinct to those offered by St. James’s Place.
LEARN MORE ABOUT OUR EXPERT FINANCIAL PLANNING PROCESS
At McGarvey Jones Financial Planning we recognise that our clients are central to everything we do. We are committed to developing long-term relationships with our clients to help them build, preserve and protect their wealth.