St. James's Place

Law Society partner

St. James's Place is a Law Society partner, offering wealth management and financial planning advice to individuals, trustees and businesses.

Filter

Filter

Subtopic

Type

How inheritance tax planning could save your clients thousands

St. James’s Place explore how working alongside a financial adviser can help your clients leave more money to those they leave behind.

Handling estates and inheritance – the value of financial advice

St. James’s Place explain how a financial adviser can help you and your client handle the financial side of losing a loved one.

Restricted and independent financial advice: myth vs reality

St. James's Place explores some of the myths and misconceptions around restricted and independent financial advisers.

Just made partner? How to navigate the financial sea change

If you’ve just made partner – congratulations. But with a new job comes new financial responsibilities. St. James’s Place explains how to smooth the transition from...

HMRC’s Trust Registration Service – have your clients registered their trusts yet? It’s easy to comply

St. James's Place explain HMRC's new Trust Registration Service, and what your clients need to do

1