Resources
Discover our range of useful ebooks, videos and resources.
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.
FINANCIAL EDUCATION BULLETINS
Understanding Tax Relief
Introduction to Business Trusts
Legacy and Intergenerational Planning
Using Education Trusts For Minors
Extracting Money From a Business Tax Efficiently
Simple Retirement Planning
Taking Benefits from your Pension at Retirement
Wills and Lasting Powers of Attorney
USING PENSIONS FOR 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.