In addition to St. James's Place's investment management service, as a Select Gold client, you will enjoy a range of additional services at no further cost to yourself, coordinated by us.
- UK Taxation Planning advice as and when needed
- The preparation of UK Wills*
- The preparation and filing of your UK tax return and other routine tax filing obligations
- Routine management of your UK tax affairs with HM Revenue & Customs as may be needed
- Development of a succession planning strategy
- Regular financial well-being reviews to cover broader areas of relevance
- Access to our network for external trusted advisers for Singapore and other foreign tax and Will* services
- Invitations to wine dinners and hospitality events, as well as to all technical forums
- Daily or weekly investment updates
Our Singapore based tax advice is sourced from a trusted third party and is a service that is separate and distinct to those offered by St. James's Place.
*Will writing and Powers of Attorney involve the referral to a service that is separate and distinct to those offered by St. James's Place.
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.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.