Resources

Discover our range of useful ebooks, videos and resources.

HomeResources

eBrochure

Our Client Charter

Discover more about McGarvey Jones and our client centric approach.

An Introduction to Intergenerational Financial Planning

Read our ebook on some of the financial issues facing families today and how we an intergenerational planning approach can help.

What is Holistic Financial Planning?

This mini book shows how a Holistic approach to financial planning can help at every stage of your journey.

Do you want to leave an inheritance or a legacy?

This mini book looks at 5 key decisions that will help you leave a legacy that can pass to multiple generations.

FINANCIAL EDUCATION BULLETINS

Understanding Tax Relief

A short video that gives an introduction to tax relief.

Introduction to Business Trusts

An introduction on how you can utilise Business Trusts.

Legacy and Intergenerational Planning

An overview of legacy planning from a legal viewpoint.

Using Education Trusts For Minors

An explainer video on how families can use Education Trusts to pay for tuition fees.

Extracting Money From a Business Tax Efficiently

A short video on various ways you can extract money from a business in tax efficient ways.

Simple Retirement Planning

A quick-look approach to the pension planning process.

Taking Benefits from your Pension at Retirement

An introduction to tax efficient planning when taking benefits from your pension.

Wills and Lasting Powers of Attorney

A look into ways of ensuring your legacy is protected with Wills and Lasting Powers of Attorney.

USING PENSIONS FOR LEGACY PLANNING

A look into ways of using pensions in your legacy planning.

Videos

Do you want to leave an inheritance or a legacy?

This video explains how we help our clients with financial planning across multiple generations to minimise inheritance tax, protect their legacy and protect the family future.

Why do you need a family financial plan?

Discover how our clearly defined financial plans help our clients accumulate and protect their wealth in the most tax efficient way.

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected any may fall as well as rise. You may get back less than the amount 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.

The information in these videos uses is based on our interpretation of the current law and HMRC practice in the 2018/19 tax year. Taxation legislation and HMRC practice may be subject to unforeseen changes in the future.

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McGarvey Jones

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. McGarvey Jones Financial Planning is a trading name of Richard McGarvey & Co Wealth Management Ltd.

Copyright Richard McGarvey & Co Wealth Management Limited © 2019