Insights Investor Relations Press & Media SJP TV Join Us Foundation Partner Area Contact Us Share price at 16:35856.50GBX Home About St. James'S Place Our Investment Approach The Partnership Wealth Management Funds Find A Partner Client Area Wealth Management Investments Retirement Planning Protecting You & Your Estate Inheritance Tax Gifts Protection Planning Later Life Planning Long Term Care Professional Trustee Services Advice For Businesses Personal Cash & Borrowings Other Services Print this page Add to print basket View print basket Bookmark this page Email this page Document library Home Wealth Management Protecting You & Your Estate Protecting You & Your Estate There are many things to consider when looking to protect your family and your home. Inheritance tax and capital gains tax, illness and loss of income (to name but a few) need to be considered in an effective protection planning strategy. Assessing suitable estate protection lies at the heart of what we do at St. James's Place Wealth Management. Download our guide to Protecting the People that Matter (PDF) to find out more. Inheritance Tax Without the right advice and careful financial planning, HM Revenue & Customs can become the single largest beneficiary of your estate following your death. Read more Gifts Making a gift of certain amounts of money or assets can be a valuable exemption from Inheritance Tax. Read more Protection Planning There are plenty of circumstances which call for adequate insurance to be in place, for example going on holiday or insuring your home against damage or theft. Read more Later Life Planning It’s no secret that healthier lifestyles and better medical care is increasing life expectancy in the UK. Read more Long Term Care Arranging care for yourself or a loved one can not only be an emotional time, but also a very complicated one. Read more Professional Trustee Services The principle of trusts began centuries ago when people would assign their assets and valued items to a trusted person — a trustee — before going to war. Read more Most computers will open PDF documents automatically, but you may need to download Adobe Reader. Top of page ^ Site Map | Privacy | Site Disclaimer | Terms & Conditions | Partner Help | Accessibility | Alert Service | Site Services Copyright St. James's Place © 2015 The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Members of the St. James’s Place Partnership represent St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. St. James’s Place Wealth Management plc, St. James’s Place UK plc, St. James’s Place Unit Trust Group Ltd and St. James’s Place International plc are members of the St. James’s Place Wealth Management Group. St. James’s Place UK plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. St. James’s Place Unit Trust Group Ltd is authorised and regulated by the Financial Conduct Authority. St. James’s Place International plc is authorised and regulated by the Central Bank of Ireland. St. James’s Place Wealth Management plc Registered Office: St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, United Kingdom. Registered in England Number 4113955.