A sound and proper legacy planning strategy, built with the help of a financial specialist, can help ensure that you are maximising the impact of the wealth you have created. Whether legacy planning means securing your family’s future, planning your business’s succession, or gifting to a charitable cause you care about, St. James's Place can guide you through your options, while ensuring your peace of mind.
Whether you would like to help your children onto the property ladder, contribute to a grandchild’s education or wedding, or help your parents with later-life planning, careful consideration can ensure your wealth works harder for all your family without putting your own security and retirement comfort at risk.
The following list may help you put your needs in perspective:
As everyone’s circumstances and needs are different, we will work together with you and our panel of specialists to help you create a holistic legacy plan that suits your needs and aligns with your vision.
Advice relating to a Will, matters of guardianship, and Powers of Attorney involves the referral to a service that is separate and distinct to those offered by St. James's Place.