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Your family financial to-do list for 2025

Your family financial to-do list for 2025

by Stuart Rothwell | Mar 6, 2025 | Assets, Budget, Economy, Estate Planning, Family, Featured Liberty news, Inheritance, Planning, Preserving, Protection, St. James’s Place News

Financial planning today frequently means thinking about more than one generation and more than one life stage. Having a clear to-do list of actions can help future proof and prioritise your family’s finances – and wellbeing. A financial adviser can help you start...
Using pensions & ISAs to reduce your tax bill

Using pensions & ISAs to reduce your tax bill

by Stuart Rothwell | Feb 28, 2025 | Assets, Estate Planning, ISA, Pensions, Planning, St. James’s Place News, Tax

Although the Government has pledged not to raise taxes for working people, many of us will face higher tax bills as a direct result of the Autumn Budget. So it’s more important than ever that you make the most of the tax savings opportunities of pension and ISA...
What do we mean by ‘systematic investing’?

What do we mean by ‘systematic investing’?

by Stuart Rothwell | Feb 26, 2025 | Assets, Economy, Growing, Investments, Planning, St. James’s Place News

Systematic investing is an active, rules-based investment approach. These rules focus on performance indicators and are applied across a fund’s investment universe in order to enhance returns or manage risks. Combining different types of investment strategies, such as...
Getting on top of Capital Gains Tax

Getting on top of Capital Gains Tax

by Stuart Rothwell | Feb 12, 2025 | Assets, Capital Gains, Estate Planning, Planning, Protection, St. James’s Place News, Tax

Last year’s Budget changes means it’s more important than ever to get on top of Capital Gains Tax (CGT), so you can manage your assets as tax-efficiently as possible. Capital Gains Tax (CGT) may not be the UK’s ‘most hated’ tax, (that honour goes to Inheritance Tax),...
Why set up a personal pension if you’re self-employed

Why set up a personal pension if you’re self-employed

by Stuart Rothwell | Feb 11, 2025 | Assets, Estate Planning, Growing, Pensions, Planning, St. James’s Place News

If you’re self-employed, setting up your own pension can give you greater freedom, flexibility and peace of mind about your long-term future. Once upon a time we didn’t pay our pensions much attention. Workplace pensions, arranged by our employer, were the norm, and...
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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

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01375 656020

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01375 656020

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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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