11th December 2023
The importance of responsible investing
At a glance When looking at the value of a company, often financial figures will only tell part of the story. We believe considering non-financial, environmental, social and governance (ESG) elements as part of an overall view of a company can help provide a fuller picture of its potential, helping to identify different risks and […]
> Read More
6th December 2023
Giving the whole family a head start this tax year-end
At a glance Putting your family first When you’re in your 40s and 50s, you can sometimes feel like you’re financing three generations, not just one. Many people find themselves caught in the ‘sandwich’ generation, responsible for both their children’s future financial wellbeing and the wellbeing of their parents in later life. At the same […]
> Read More
5th December 2023
Five things you need to know about Inheritance Tax
At a glance We all want to do the right thing by our families. Recent research published by St. James’s Place revealed more than two-thirds (69%) of SJP clients expect to provide some form of financial support for their family at some point1. And more than one-third of those people expected that support to be in the […]
> Read More
01670 505333
