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Intergenerational Success: “Keeping it in the family” July ’22

In case you missed the recent client webinar with Tony Wickenden and Simon Martin, experts in Inheritance Tax Planning, you can watch the recording here and view the supporting slides. The aim of the event was to help you to strategically manage your wealth to maximise

Retirement Top Tips 2022

In this booklet, we’re passing on the best tips from St James's Place for making the most of all your tax allowances. Since allowances are set by tax year, there’s no better date than 5th April to make sure you’re on track for the day

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88/89 Whiting Street
Bury St Edmunds
Suffolk, IP33 1NX
01284 703422
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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.