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How to expand your business despite economic headwinds

How to expand your business despite economic headwinds

by Stuart Rothwell | Apr 10, 2025 | Budget, Business, Economy, Planning, St. James’s Place News

An understanding of navigating rising operational costs, regulatory changes, and low economic confidence when considering expansion is critical to making informed decisions.Balancing expansion with marginal growth is essential. Owners should invest strategically,...
A financial plan is the secret to a great retirement

A financial plan is the secret to a great retirement

by Stuart Rothwell | Apr 4, 2025 | Budget, Capital Gains, Estate Planning, Planning, Preserving, Retirement, St. James’s Place News, Tax

Some of us want to travel. Others want to escape to the country. Most of us want to make sure we leave something to our loved ones.But balancing all the things you’d like to do against all the things you need to do means having a sound financial plan for...
Your tax checklist for the year ahead

Your tax checklist for the year ahead

by Stuart Rothwell | Apr 3, 2025 | Capital Gains, Family, IHT, ISA, National Insurance, Pensions, Planning, Saving, St. James’s Place News, Tax, Trust

The economic outlook is brighter, but it’s still vital to ensure you’re using all the allowances and exemptions you’re entitled to. Recently announced changes to Inheritance Tax, Capital Gains Tax rates and National Insurance for employers may affect your tax...
Why it’s time to start talking long-term care with your family

Why it’s time to start talking long-term care with your family

by Stuart Rothwell | Apr 3, 2025 | Community, Family, Planning, Social care, St. James’s Place News

Feeling financially and emotionally responsible for the welfare of both children and parents can feel like being caught between a rock and a hard place. Financial advice can be invaluable in finding the best, and most affordable solutions to long-term care for those...
Silver linings in the Spring Statement?

Silver linings in the Spring Statement?

by Stuart Rothwell | Mar 28, 2025 | Assets, Budget, Economy, Estate Planning, Featured Liberty news, Planning, St. James’s Place News

UK economic growth prospects may look anaemic but there were glimmers of positivity in the government’s Spring Statement. Although the Office for Budget Responsibility (OBR) downgraded expected growth from 2% to 1% for this year, it had glimmers of positive news...
Protect your loved ones with tax-efficient planning

Protect your loved ones with tax-efficient planning

by Stuart Rothwell | Mar 27, 2025 | Assets, Estate Planning, Planning, St. James’s Place News, Tax

Nobody can predict your future, but that doesn’t mean you can’t prepare for it. Protecting your family and your assets brings reassurance that, whatever happens, everything you care about is properly safeguarded. We can all see the logic in financial protection. In...
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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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