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Burnham’s Britain – economic priorities to consider?

Burnham’s Britain – economic priorities to consider?

by Stuart Rothwell | Jul 21, 2026 | Budget, Business, Community, Diversity, Economy, Featured Liberty news, Outlook, Planning, St. James’s Place News, Tax

With the support of 90% of Labour MPs (349 in total), Andy Burnham has replaced Sir Keir Starmer as the UK’s prime minister for the remainder of this parliament, ending in August 2029 (at the latest). While pledging to do things differently, there are many challenges...
SpaceX and the billion-dollar indexing dilemma

SpaceX and the billion-dollar indexing dilemma

by Stuart Rothwell | Jul 16, 2026 | Business, Economy, Featured Liberty news, Investments, Outlook, St. James’s Place News

The SpaceX listing presents a dilemma for stock index providersWhy SpaceX isn’t eligible for the flagship S&P 500 indexConsistency or realism? How index providers will deal with mega cap IPOs What happens when one of the world’s most valuable companies isn’t...
Coming home to retire? Tax implications for returning expats

Coming home to retire? Tax implications for returning expats

by Stuart Rothwell | Jul 10, 2026 | Assets, Economy, Estate Planning, Featured Liberty news, IHT, Planning, Retirement, St. James’s Place News, Tax

The tax treatment of your income and gains depends on how long you lived overseas.Qualifying UK residents receive four years of tax relief on certain worldwide income and gains, under the foreign income and gains regime.The complex and changing tax landscape...
Women & wealth: A growing frontier

Women & wealth: A growing frontier

by Stuart Rothwell | Jul 8, 2026 | Assets, Budget, Diversity, Economy, Family, Featured Liberty news, Growing, Investments, Outlook, Planning, Protection, St. James’s Place News, Women

The great wealth transfer is one of the biggest factors behind the substantial growth in female-held wealth.Many women face financial challenges, such as the gender pay gap, which in turn contributes to the pensions and investment gap.Accessing financial advice can...
The taxable benefits of buying an annuity

The taxable benefits of buying an annuity

by Stuart Rothwell | Jun 26, 2026 | Assets, Budget, Economy, Family, Featured Liberty news, Growing, Investments, Outlook, Preserving, St. James’s Place News

Sales of annuities have been rising in recent years, reversing a downward trend.Income certainty, rising interest rates and IHT planning are factors driving increased interest in annuities.Annuity rates are linked to government bond yields and therefore can rise and...
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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/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Liberty Wealth Management Ltd, Registered in England, Company Number: 3783537, Registered Office: 47b High Street, Ongar, Essex CM5 9DT.

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Integrity. Excellence. Trust.

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/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Liberty Wealth Management Ltd, Registered in England, Company Number: 3783537, Registered Office: 47b High Street, Ongar, Essex CM5 9DT.

SJP approved as at 12/1/26

© Liberty Wealth Management Ltd

Legal Privacy policy FAQs Site map

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