Client login
  • Services
  • About Liberty
  • About Liberty Next
  • Resources
  • News
  • Contact us
  • Book a meeting
  • Ask an adviser
  • Refer a friend or family member
  • Client login
  • Legal
  • Privacy policy
  • FAQs
  • Sitemap
  • –
New tax year checklist

New tax year checklist

by Stuart Rothwell | Apr 6, 2022 | Capital Gains, Charity, Gifting, IHT, Income, Philanthropy, Planning, St. James’s Place News, Tax

As world events continue to buffet the economy, the new tax year may not be the first thing on your mind. But using available tax breaks while you have them helps put you in a much more stable financial position for the short and the longer term. In March 2021,...
How to lessen the impact of IHT

How to lessen the impact of IHT

by Stuart Rothwell | Mar 22, 2022 | Assets, Capital Gains, Charity, Gifting, IHT, Inheritance, Investments, Planning, St. James’s Place News, Tax

Nobody likes talking about death and we don’t much like talking about money either. So it’s hardly surprising that none of us relish the thought of estate planning. However, while we might not enjoy talking about death and money, we also don’t want to pay the taxman...
Fresh look at your finances – New Year Quiz round-up

Fresh look at your finances – New Year Quiz round-up

by Stuart Rothwell | Feb 16, 2022 | Assets, Capital Gains, Estate Planning, Gifting, IHT, Investments, Liberty news, Planning, Retirement, Tax

Liberty recently set-up up a fun online quiz, financially based, of course.Although, we will admit, questions about tax are not as fun as Pop Master! The quiz shone a light on our very knowledgeable clients. The results were exceptional. We had a few speed demons...
Tax-smart Gifts you can Give your Family this Christmas

Tax-smart Gifts you can Give your Family this Christmas

by Stuart Rothwell | Dec 7, 2021 | Estate Planning, Featured Liberty news, Featured St. James's Place News, Gifting, Planning, Saving, St. James’s Place News, Tax

As Christmas approaches, everybody wants their loved ones – and especially their children – to be happy on the big day. Good food and time spent with the family are important ingredients for an enjoyable festive season, but when it comes to presents, why not think a...
Philanthropy: give better, not just more

Philanthropy: give better, not just more

by libertyAdmin | Dec 1, 2020 | Charity, Gifting, Philanthropy, St. James’s Place News, Tax

The traditional model of charitable giving is changing, with donors looking to solve problems and make a real impact.
Giving the younger generation a financial helping hand

Giving the younger generation a financial helping hand

by libertyAdmin | Oct 30, 2020 | Assets, Charity, Gifting, IHT, Investments, Next generation, Philanthropy, St. James’s Place News

It might feel good to help your children or grandchildren with money, but without a plan you could both lose out.
1

Keep in contact

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.

© Liberty Wealth Management Ltd

Legal Privacy policy FAQs Site map

Based in Essex

Liberty Wealth Management
68 Woodbrooke Way
Corringham
Essex
SS17 9DW

You can reach us at:

libertywm@sjpp.co.uk
01375 656020

Sign-up for our newsletter

You can reach us at:

libertywm@sjpp.co.uk
01375 656020

Sign-up for our newsletter

Share page 

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.

© Liberty Wealth Management Ltd

Legal Privacy policy FAQs Site map
×

Book a meeting

Please complete the details below.
We will send a confirmation email or text message.


    Please select the areas of interest for the meeting

    *Advice relating to a Will or Power of Attorney involves the referral to a service that is separate and distinct to those offered by St. James's Place.



    Liberty, together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Liberty Privacy Policy or the St. James's Place Privacy Policy.

    Where you are providing us with personal data about another individual, you will inform them that you are providing their information to us, refer them to St. James's Place Wealth Management Plc's privacy notice available at www.sjp.co.uk or our privacy notice available on our web site.

    ×
    ×

    Refer a friend
    or family member

    Please complete the details below.


      How would you feel most comfortable making a recommendation?


      Liberty, together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Liberty Privacy Policy or the St. James's Place Privacy Policy.

      Where you are providing us with personal data about another individual, you will inform them that you are providing their information to us, refer them to St. James's Place Wealth Management Plc's privacy notice available at www.sjp.co.uk or our privacy notice available on our web site.

      ×
      ×

      Share page

       

      Hey, it looks like something is of interest to you.
      Great, please share the page address using the links below.

      Facebook
      LinkedIn
      Twitter
      Email link
      Copy link
      ×
      ×

      Search

      ×

      Event sign up form to be added here

      Liberty cookies

      We use cookies to ensure we provide the best experience on our site. Our cookies retain minimal information, and are used to speed up the performance of the site.
      We assume that by using our site, you are happy to receive our cookies.

      Please see our Privacy Policy.
      Click to accept