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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...
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...
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...
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),...
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...
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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 23/12/24

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Liberty Wealth Management
68 Woodbrooke Way
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01375 656020

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You can reach us at:

libertywm@sjpp.co.uk
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 23/12/24

© Liberty Wealth Management Ltd

Legal Privacy policy FAQs Site map

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      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.

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