Philanthropy and Charitable Giving
Charitable giving is one of the most powerful tools we have at our disposal to positively affect our community and the world in general.
At St James’s Place we are dedicated to finding new and innovative ways to address some of the worlds social and economic issues. Our aim is to increase awareness of philanthropy and to help you understand how you can effectively, and efficiently, support the causes and communities you care about.
We want to help you make philanthropy and charitable giving as easy as possible and provide the best advice to ensure your money works harder for the causes you believe in and minimises your tax obligation. SJP is a member of the Charitable Aid Foundation (CAF). CAF allows you to set aside money in a tax-efficient manner, for gifts to charitable causes. With the collective expertise of SJP and CAF, we will work collaboratively to help you meet your giving goals.
We believe the experience of giving should be rewarding and evolve to keep pace with your ambition and generosity. From defining and refining your goals and developing an effective strategy to measuring the impact of your giving, our insight will help translate ideas into tangible results.
So, whether you are starting on your journey, want to expand or continue your philanthropic endeavours, we can support you.
A well-written and planned Will is essential for everyone and not just those who may be affected by Inheritance Tax (IHT). If you don’t have a Will, your assets will be distributed according to intestacy rules, which means they may not go to your chosen heirs.
Most of us would prefer to control who benefits from our estates and none of us would be comfortable knowing that HMRC could be the biggest beneficiary of our lifetime of work.
Everyone needs a Will. But never assume that a Will you had drawn up many years ago will still hold good tomorrow. Inheritance tax laws are constantly being reviewed so it’s essential to regularly, review your Will in order to ensure it is optimising tax allowances and that it reflects your current financial circumstances.
We work with a number legal service providers who can arrange for Wills to be drawn up on your behalf. This is just part of the service we provide on protecting you and your estate.
The writing of a Will involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.
We advise you on most aspects of your financial planning.
However, you may need additional advice on more specialised planning services. When that happens, we have access to a network of specialists, all carefully selected for their expertise and experience, who can provide additional advice and support in these areas:
The products and services offered from other providers have been carefully selected to complement and enhance the range of St. James’s Place products on offer.
The products and services offered from other providers are separate and distinct to those offered by St. James’s Place.
Wills are not regulated by the Financial Conduct Authority.
Having invested with SJP with the help of Jayna Shah – Director (Brighton Office) – I have nothing but praise for the diligence, and care, she affords her prospective and current clients. Her understanding of the products in relation to client needs, along with the support, are ‘second to none’. I more than highly recommend JPS to anyone.
Jayna Shah is an exceptionally devoted consultant who goes the extra mile. The Directors at Hunters have no hesitation in recommending Jayna's services to anyone searching for carefully considered pensions and investments advice. What sets Jayna apart is that she is very patient, personable and helpful. The very definition of a 5 Star service.
Jayna is a professional. Clearly at the top of her game. Her work transferring my pension was exceptional!
Jayna clearly explains all the complex aspects of retirement funding. She is patient and does not rush me to make decisions, showing me the pros and cons of various options. I am very happy with the advice and service provided by Jayna and would happily recommend her to others.
Jayna has been very helpful & professional. She provided excellent pension advice to me. I would certainly recommend her to others.
Jayna is both friendly and approachable, professional and knowledgeable. It has been a pleasure to do business with her.
Jayna's advice when it comes to both my pension and finances has always been second to none. I would recommend her services. My wife has also just started a pension and is also very impressed.
JPS Wealth Management Ltd © 2023
The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
JPS Wealth Management Ltd is registered in England and Wales, Number 09274545. Registered Office: 14a Montpelier Place, Brighton, BN1 3BF.