Resources

Discover our range of useful ebooks, videos and resources.

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eBrochure

Intergenerational Planning Brochure

An insight into how we help our clients maximise and protect their wealth across multiple generations.

Our Client Charter

Discover more about McGarvey Jones and our client centric approach.

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.

Understanding Tax Relief

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

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.

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McGarvey Jones

The Partner Practice 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 Limited. Richard McGarvey & Co Wealth Management Limited is registered in England and Wales, Number 09760446. Registered Office: 2a Swordfish Business Park Swordfish Close, Higgins Lane, Burscough, Lancashire, United Kingdom, L40 8JW.

Copyright Richard McGarvey & Co Wealth Management Limited © 2018