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Tax planning strategies business owners should know

Tax planning strategies business owners should know

by Stuart Rothwell | Feb 6, 2025 | Business, Economy, Planning, Protection, St. James’s Place News, Tax

From start-up to sale and exit, tax planning is central to running a successful small business. Discover the tax strategy tips that’ll help you make the most of your finances.  Spotting a gap in the market or coming up with an innovative service or product is...
Unforeseen consequences: How far reaching will US tariffs be?

Unforeseen consequences: How far reaching will US tariffs be?

by Stuart Rothwell | Feb 5, 2025 | Assets, Budget, Business, Economy, Featured Liberty news, Growing, Investments, Planning, St. James’s Place News

Global supply chains may be a casualty of the US tariff actions, extending its impact beyond just the directly affected countries. Experts at SJP explore the potential long-term ramifications of the latest in protectionist measures. The moves by the US to implement...
Could a Legacy Preservation Trust help minimise your IHT bill?

Could a Legacy Preservation Trust help minimise your IHT bill?

by Stuart Rothwell | Jan 31, 2025 | Assets, Estate Planning, Growing, Pensions, Planning, St. James’s Place News, Trust

We all want to leave the best legacy we can to those we love. There are some easy steps you can take during your lifetime to protect your estate from Inheritance Tax liability.  Families paid £5.7 billion in Inheritance Tax (IHT) from April to November 2024, up...
How you can maximise your pension contribution

How you can maximise your pension contribution

by Stuart Rothwell | Jan 30, 2025 | Assets, Estate Planning, Growing, Pensions, Planning, St. James’s Place News

Understanding and using your full range of tax breaks on ISAs, pensions, dividends and capital gains will help boost your pension pot, ready for your retirement. Both pension and ISA annual allowances offer real tax efficiencies. Planning a tax-smart retirement Some...
Passive – Active: it’s not either/or

Passive – Active: it’s not either/or

by Stuart Rothwell | Jan 24, 2025 | Assets, Estate Planning, Growing, Investments, Planning, St. James’s Place News

The debate between active investing (where a fund manager picks stocks to try and outperform the market) and passive investing (where the aim is to replicate the market) is now dated. Today, there are a range of options between these two poles. The basic argument for...
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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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