Q: Who is SeventySeven Wealth Management & What is your relationship to St. James's Place PLC?
In 2018 the business moved to its new offices in central Kent to serve and support both private and corporate clients throughout Kent and the South East. Partner Practice is a marketing term to describe St. James’s Place representatives.
Q. Who is St. James's Place?
Q: What makes St. James's Place different to other Investment Companies?
Q: Why should I have a Financial Adviser with SeventySeven Wealth Management and what do they do?
Q: What is a Fact Find?
Q: What information do I need to have for a meeting?
Q: What does an initial meeting cost?
Q: How long does a meeting take?
Q: Are there costs if I decide I do not want to proceed?
Q: Who is a typical client for SeventySeven Wealth Management Ltd?
Q: Is there a typical Investment threshold for SeventySeven Wealth Management?
Q: I have no new money to invest, so I assume I don’t need an adviser?
Q: I already have received advice, so there is no need to speak to you.
Q: Do I have to come to the offices to have a meeting with a Financial Adviser?
Q: What if I move area and am no longer local to you for meetings?
Q: How easy is it to withdraw my investments?
Q: Can I bring a Friend or Family member?
Q: Do you offer disabled facilities?
Q: Can you assist with Transport needs?
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise.
You may get back less than the amount invested.
Q: What is Wealth Management?
Q: How does it work?
Q: When should I be thinking about Wealth Management?
Q: What is the minimum I should have invested?
Q: Do I have to come in for a meeting?
Q: If I become a client is there an easy way for me to view my investments?
Q: How do I start the process?
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise.
You may get back less than the amount invested.
Q: What is financial protection planning?
Q. Why is financial protection important?
Q: What types of financial protection plans are available?
Q: How much life insurance coverage do I need?
Q: What is critical illness cover, and do I need it?
Q: How does income protection insurance work?
Q: What is family income benefit, and why might I consider it?
Q: Are there tax implications related to protection policies?
Q: What factors affect the cost of protection insurance?
Q: How often should I review my financial protection plan?
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise.
You may get back less than the amount invested.
Q: What is an estate?
Q: What is Probate?
Q: How do they decide whether I will pay any Inheritance tax after I die?
Q: What rate is Inheritance tax?
Q: What are Death Duties?
Q: When do I pay Inheritance Tax?
The levels and bases of taxation and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances. The information on this website is based on our interpretation of the current law and HMRC practice. Taxation legislation and HMRC practice may be subject to unforeseen changes in the future.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise.
You may get back less than the amount invested.
Q: What does it actually mean?
Q: Why would it be important to me?
Q: What considerations do I need to think about?
Q: Does it just apply when I die?
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise.
You may get back less than the amount invested.
Q: If my Mum/Dad/husband/wife goes into care do I have to pay?
Q: Can I help them to pay for their Care?
Q: Why do people need Care?
Q: Can I get Care in hospital?
Q: What is the Social Care system?
Q: Who do I contact if I think I need Care?
Q: Do I have to pay for my Care?
Q: Will I have to sell my house to pay for Care?
Q: Why do we have different types of Care Home? Which one do I need?
Q: I am a Carer for my Mum and Dad and I need a holiday. Can I get any help?
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise.
You may get back less than the amount invested.
Q: What is School Fee Planning?
Q: When should I be thinking of this?
Q: Why should I be thinking of this?
Q: How does it work?
Q: How often should this be reviewed?
Q: I have 2 grandchildren, are there any tax benefits to me helping to fund their school fees?
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise.
You may get back less than the amount invested.