Tax allowances affecting investments are changing on 6th April 2023. Tax-year-end planning shouldn’t be a rush, but with key allowances being reduced over the coming years, it might be worth checking in with us to find out if you can mitigate their impact by planning...
We’re all hoping for a comfortable retirement. We now have more information, more choices and more responsibility for our retirement savings. But will the future we want be the future we are able to get? The Retirement Living Standards has been developed to help...
Not only is saving regularly a great way to build up a lump sum for the future, it can benefit from both compounding and pound cost averaging too. Find out more in our article: The benefits of savings regularly The value of an investment with St. James’s...
Financial advice is helping you make more of your money and managing your Financial Plan. Do financial advisers help you “make money”? Although we are aiming to help grow our clients’ funds over and above the rate of inflation, financial advice is more than this. We...
The pension annual allowance for NHS workers can be complicated to calculate. As we know, pensions are not always the easiest to understand, and legislation seems to be adamant to make it even more confusing, and the recent overview regarding the Annual Allowance...
If you are thinking of investing some money, perhaps for the first time, we’ve put together a top 10 handy list of things you should consider as you dip your toe. Read more in our article Key things to consider The value of an investment with St. James’s Place...
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