25/09/2023
Last week I read that HMRC had recruited 3000 new compliance staff and were set to target inheritance tax errors. This weekend I'm reading that the conservatives are now considering cutting/abolishing inheritance tax altogether.
A desperate plea to remain in power, or a sensible measure to abolish one of Britain's most hated taxes?
Sunak's plan to cut IHT will be 'sting in the tail'
Prime minister Rishi Sunak is reportedly considering a cut to inheritance tax, ahead of the next general election.
16/08/2023
"Capital Gains Tax (CGT) is a complicated area of tax-planning and can trip many of us up. It’s wise to get your head around CGT and take financial advice, so you don’t end up paying more than you need to."
How to reduce your Capital Gains Tax bill
Capital Gains Tax (CGT) is a complicated area of tax-planning and can trip many of us up. It’s wise to get your head around CGT and take financial advice, so you don’t end up paying more than you need to.Here’s some answers to some of the most frequently asked questions about this often-misund...
05/04/2022
SJM Financial Planning Ltd 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).
23/03/2022
"With the ongoing invasion of Ukraine contributing to the increasing cost of living, Rishi Sunak delivered his Spring Statement the same day inflation figures revealed they had hit a 30 year high of 6.2%."
What does the Spring Statement mean for you?
With the ongoing invasion of Ukraine contributing to the increasing cost of living, Rishi Sunak delivered his Spring Statement the same day inflation figures revealed they had hit a 30 year high of 6.2%.
16/03/2022
Are you tax savvy or missing a trick? Try our quiz and find out
Tax is present throughout our lives and not something we can avoid. Yet many of us will admit we don’t always understand it. And with more than 1,000 ever-changing reliefs and allowances available to taxpayers, keeping on top of tax matters is a challenge, even for the experts.
14/02/2022
'You now have more control over how you access your retirement savings than ever before'
Your options for accessing your pension explained
Today, there is no longer a hard stop after which you are expected to rely on a preset income stream regardless of changing circumstances. Instead, you are more in control than ever before and can tailor a plan to suit you as you move into retirement.
19/01/2022
"St. James's Place is a member of initiatives including the Glasgow Financial Alliance for Net Zero and Climate Action 100+, which both seek to support companies in their transition to a low-carbon future."
COP26: how to finance the shift to a more sustainable future
Engagement is vital in helping the world’s largest carbon emitters transition to net zero, writes Rob Gardner, Director of Investments at St. James's Place
23/03/2022
16/03/2022
14/02/2022
19/01/2022