Author Archives: Janine Edwards

About Janine Edwards

At 21, Janine Edwards was one of Lloyds TSB’s youngest managers, running a branch in Market Deeping, Peterborough. Now Janine has just completed a milestone 25 years in financial services – but life today is very different from the career she first embarked on. She has spent the last ten years with St. James’s Place Wealth Management, one of the country’s leading wealth management businesses. The firm’s advisers are called Partners, because of the way they work in partnership with their clients, and she is one of only a few females to reach senior status in a company which has more than 1,500 Partners working throughout the UK. More information about Janine, St. James’s Place Wealth Management and her business can be seen on her website www.janineedwards.co.uk. This website is intended to provide clients and friends with more information about Janine’s world – her practice, her clients, Charity work, important updates from St. James’s Place Wealth Management, as well as details of the Aspirational Club - an exclusive network of some of the most elite and professional individuals in the area.

Are you willing to let Inheritance Tax damage your wealth?

Posted on May 7, 2013 by Janine Edwards

Are you willing to let Inheritance Tax (IHT) damage your wealth? Recent changes to Inheritance Tax (IHT) have led to its impact potential broadening. Once considered as a tax only on the very wealthy, IHT has the potential to affect … Continue reading →

Posted in HMRC, Inheritance Tax, Tax advice | Tagged HMRC, IHT, Inheritance tax planning, ISA, Janine Edwards, Janine Edwards St. James's Place | Leave a comment

Pension Contribution Opportunities

Posted on May 3, 2013 by Janine Edwards

Pension Contribution Opportunities Since the start of the new tax year I have been advising clients in the position to do so, to maximise their contributions to their pensions whilst they have the opportunity to do so. Pension Annual Allowance … Continue reading →

Posted in Pension, pensions | Tagged Janine Edwards, Janine Edwards St. James's Place, pension, pensions | Leave a comment

Ensure your pension pot lasts as long as you do

Posted on April 10, 2013 by Janine Edwards

Once in a blue moon your local newspaper salutes a local resident who has reached the grand-old age of 100. Yet by all accounts, local papers may soon have to devote an entire weekly page to people living to 100 … Continue reading →

Posted in pensions | Tagged Janine Edwards, Janine Edwards St. James's Place, pension, pensions | Leave a comment

Tax Year-End Planning

Posted on March 26, 2013 by Janine Edwards

The end of the tax year is looming. Whilst planning for our financial futures should be a year-round activity, 5 April presents an immoveable deadline for actions which really are ‘use it or lose it’ opportunities. In these austere times, … Continue reading →

Posted in ISA, Tax advice | Tagged Janine Edwards, Janine Edwards St. James's Place, tax advice | Leave a comment

Awards

Posted on March 26, 2013 by Janine Edwards

Last week I met with the three finalists for the ‘best customer services award’ in the Leicester Business Awards. I am sponsoring this particular award this year. The winner will be announced on Thursday evening. St. James’s Place Wealth Management … Continue reading →

Posted in Awards, Business Owners, Events | Tagged Janine Edwards, Janine Edwards St. James's Place, wealth management | Leave a comment

Happy New Year

Posted on January 10, 2013 by Janine Edwards

Happy New Year everyone. This week is of course everybody’s first full week back to normal after the festive period. Many of my clients are looking to start the year by reviewing their existing investments, pensions and protection policies as well as … Continue reading →

Posted in Wealth Management | Tagged financial planning, Investments, Janine Edwards, Janine Edwards St. James's Place, pensions, protection, wealth management | Leave a comment

Pensions and auto-enrolment

Posted on December 12, 2012 by Janine Edwards

This week I am seeing several employees of clients about their Pensions and about Auto Enrolment. I have spoken about auto enrolment before and the fact that any Employer, even with one Employee, can be caught by these new auto … Continue reading →

Posted in Business Owners, pensions | Tagged Auto enrolment, Auto enrolment for pensions, Janine Edwards, Janine Edwards St. James's Place, pension, pensions | Leave a comment

Fund Manager Interviews

Posted on October 10, 2012 by Janine Edwards

Last week I attended a St. James’s Place Conference, where I had the opportunity to meet with some of our Fund Managers and hear them talk about the economy, the outlook and their views on markets, Europe and the UK. … Continue reading →

Posted in Investment | Tagged fund manager, fund manager interviews, fund manger, Janine Edwards, Janine Edwards St. James's Place | Leave a comment

Will Planning

Posted on June 12, 2012 by Janine Edwards

Last week I met with several families trying to put their estates in order and to plan for their eventual demise. What was very interesting was the fact that many, as well as having no Inheritance Tax Planning in place, … Continue reading →

Posted in Wills | Tagged Janine Edwards, Janine Edwards St. James's Place, retirement planning, Will, Will planning, Wills | Leave a comment

Long term care planning

Posted on February 16, 2012 by Janine Edwards

Last week I attended a two day course on Long Term care planning and had the opportunity to hear from some of the providers that we work with to help our clients with planning for immediate long term care needs … Continue reading →

Posted in Long term care | Tagged Janine Edwards, Janine Edwards St. James's Place, long term care, Long term care planning | Leave a comment