Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

Inheritance Tax Planning
Without good advice and careful planning, HM Revenue and Customs could be the biggest single beneficiary when you die.
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Responsible Investors
Increasing our consideration of environmental, social and governance (ESG) issues help us better assess a company’s long-term risks, opportunities and the consequences of their activities on the world.
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Company directors
The financial requirements of those who have created significant capital or who earn higher incomes, can be complex.
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Advice in retirement
Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.
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City professionals
Expert advice for City professionals across a range of financial planning matters is available.
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Long term care service
Arranging care for yourself or a loved one is an emotional and complicated time. Help with the important issues is on hand.
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Copyright St. James's Place © 2026