Tag Archives: Janine Edwards St. James’s Place

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 →

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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 →

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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 →

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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 →

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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 →

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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 →

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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 →

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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 →

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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 →

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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 →

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