Senior Corporate Executives

Let’s take a moment to consider the following questions: 

  • Are your personal affairs as tax-efficient as they could be? 
  • How soon do you want to retire? 
  • Have you protected your pension lifetime allowance?  
  • How will the latest pension legislation affect you? 
  • Are your previous pension arrangements still working hard enough?  
  • How much money will you need when you retire? 
  • Have you protected your pension and death benefits for your loved ones? 

If you feel confident in answering all of those questions, you’re definitely well on the way to financial wellbeing. But for many senior corporate executives, a high-earning professional career leaves little time to look after personal finances. If you feel you would like some expert guidance in any of those areas, do get in touch with us.  

We will take a close look at your current pension plans to see if any of the changes in tax reliefs and allowances will impact you.

Together we will discuss your personal life goals, where you want to be in 5 years’ time, or 15 years’ time. And create a detailed financial road map to help you get there. 

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.