Wealth Management Advice - Working with Professionals
We understand that individuals seeking professional accountancy advice might need additional financial advice where an experienced and qualified adviser comes in.
That's why St. James's Place has a range of services in place, designed to specially cater to those who need additional financial advice. From company and personal pension contribution to relevant life plans and salary sacrifice for employers.
Whatever a client may need, we put you firmly at the centre of everything we do is core to our culture. This enables us to run a genuinely client-focused business based on building long-term relationships founded on mutual respect.
Company pension contribution
Pension contributions are one of the few remaining tax breaks available to limited companies. It makes sense to take advantage of this tax break for you, as a company director, and your employees if you have any.
Relevant Life Plans
Relevant Life Plan is a life assurance plan which can include critical illness, that provides benefits for employees of a business. The plan itself is established and paid for by the company on the life of the employee or director.
Salary sacrifice – for employers
Salary sacrifice is an arrangement between employers and employees, where employees agree to reduce in their cash remuneration in lieu of a pension payment being made to their scheme.
Personal Pension Contributions
Although the current legislation does not impose any limits on contributions, it does impose restrictions on the amount of tax relief granted on contributions.
