KNOWLEDGE & RESOURCES

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Prepare for a greater tax burden

The government is raising taxes to help recoup the cost of the COVID-19 pandemic, but there are ways you can manage tax to lessen the load. The quick read: Individuals and businesses are facing higher taxes, but good financial planning can mitigate the impact. Ensure you make best use of your tax allowances such as pension […]

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5 things you need to know about Inheritance Tax

Inheritance Tax is complex. Here, we highlight its key exemptions and allowances – but to ensure you minimise your bill, seeking expert financial advice is a must. The quick read: Much of the tax paid on estates after death can be avoided with meticulous planning. It’s important to take maximum advantage of the exemptions, allowances, […]

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Active vs passive investing – which is better?

The debate about the merits of active and passive investing attracts a lot of attention, and we believe that both have an important role to play. Here we explore the features and benefits of each, and everything in between. Following long periods in which financial markets have been delivering attractive returns, the voice of the […]

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Responsible investing and ESG: what gets measured gets managed

To assess climate-change-related risks and opportunities, investors need companies to provide clear, high-quality environmental-impact reporting. The quick read: Companies should use accepted reporting frameworks and produce dedicated annual sustainability reports so that it’s easy to assess their environmental impact. St. James’s Place uses these reports alongside our fund manager’s engagement work to ensure we invest your […]

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Do you have to sacrifice returns to do the right thing?

Responsible investing may not have to come at the cost of financial returns. Rather, it has the potential to boost growth in your portfolio, reduce the effect of market swings and increase the long-term resilience of your investments. Evidence that responsible investing (RI) – also known as environmental, social and governance (ESG) investing – may […]

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