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Liberty offers a full range of wealth management services, including succession planning & Inheritance Tax management.
Liberty offers the highest standard of financial planning advice, with a particular emphasis on investment and pension planning.
As every client’s situation is unique, we offer a comprehensive range of bespoke solutions to meet your financial needs.
Liberty services
Creating wealth
No matter your age, it is always a good idea to have savings. Creating wealth starts with having a solid foundation and having an emergency fund to fall back on is always recommended. You may want to pass money on to your children, or even start a savings plan for a grandchild. It is never too late to contribute to your rainy-day fund.
Growing wealth
Investing to achieve capital growth involves an in-depth discussion and consultation process with one of our qualified advisers. We will assess your finances, agree your short, medium and long-term goals and offer appropriate solutions to meet your needs.
Preserving wealth
When it comes to preserving wealth, every client’s situation will be different. There are a number of key areas we will need to review to ensure that your assets are well protected, such as making sure that you have a well written Will in place and understanding any potential inheritance tax liabilities on the value of your estate.
Transferring wealth
If you are looking to pass money over to your children or loved ones during your lifetime, our advisers are here to help. You may wish to help family members get onto the property ladder, or to assist with school fees. Planning how your wealth is transferred to future generations is also a crucial area of financial planning that our advisers are well experienced in. Gifting may come with tax implications, but Liberty is here to help you find the most tax-efficient way of achieving your goals.
Family succession services
Organising how your wealth will be passed down to the next generation can be a daunting task. Our family succession planning service helps you to create a roadmap to ensure that your wealth is distributed according to your wishes and in the most tax-efficient way plausible. We support families in discussions regarding intergenerational wealth planning and continue to offer support during times of need.
Other services
Whatever assistance you may require, rest assured that we have the in-house expertise and access to professional specialists to support you in your wider financial planning needs. Whether this may be the creation of Wills, specialist trust and tax advice or portfolio management services.
Please note that these services are separate and distinct to those offered by St. James's Place. Will writing, trusts, tax advice and legal services are not regulated by the Financial Conduct Authority.
The value of an investment with St. James’s Place will be directly linked to the performance of funds you select, and the value can therefore go down as well as up. You may get back less than you initially invested.
The levels and bases of taxation and reliefs from taxation can change at any time. Tax reliefs are dependent on individual circumstances.
Learn more about Liberty and the services we offer.
News
Making your pension & ISA allowances work for you
Thanks to a combination of frozen tax thresholds, above average inflation and higher interest rates and changes announced in the recent Budget, many people may face higher tax bills this year. Here, we look at how you can use your pension and ISA allowances to make a big difference at tax year end.
See news
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