The best intergenerational planning tool that exists

Make the most of your money: start your financial planning today. Give us a call on 0131 357 3240 or send us an email at contactus@strategicws.co.uk.

Find out more from our seminar series on Long Term Care with our guest speakers, Tony Mudd, Technical Consultancy Director. In these series we looked to dispel the myths when it comes to Long Term Care and financial planning. The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances. The home on which the mortgage is secured may be repossessed if repayments are not kept up to date on the mortgage. The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested. Strategic Wealth Solutions Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Strategic Wealth Solutions Ltd is registered in Scotland, Number SC517668. Registered Office: Office 10, 109 Swanston Road, Edinburgh, EH10 7DS