Knowledge and Resources

ISA Questions Answered

They’re a great way to save tax in the UK, so what is holding you back from making use of your ISA allowance? Over the years, rules regarding stocks and shares ISAs have changed, so we wanted to answer some of our most commonly asked questions. Is there a minimum amount you need to get […]

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2021 Budget Report

We are pleased to share this overview of the 2021 Budget announced by Rishi Sunak on 3rd March.

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Why should children learn about money?

How can you teach children about money and why is it so important? In this video Rob Gardner, Director of Investments at St. James’s Place, explains why educating children on where money comes from and how to look after it is so key to their future financial security.

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Case Study – Business Exit and Inheritance Tax – Mr and Mrs Best

Mr and Mrs Best own a limited company and came across us online when looking for help planning their exit from the business. Although the following case study relates to an actual example, where we have helped our clients by providing solutions to their financial problems, the names and figures have been changed for confidentiality […]

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Case Study – Securing your Retirement – Mr and Mrs Johnson

Mr & Mrs Johnson were referred to us by a local solicitor following them expressing a need to get their retirement plans in order. We arranged a no obligation initial consultation and conducted a full financial review. Although the following case study relates to an actual example, where we have helped our clients by providing […]

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Are you clear on your Tax Allowances?

Tax can be complicated, being sure of your allowances is important. This handy Tax card will help you review allowances for the current tax year (2020-2021) which ends on 5th April 2021. Please do treat this as a guide only and seek Professional advice before making tax decisions. If you want to check that you […]

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Why is compound interest so powerful?

Why is compound interest so powerful? Rob Gardner, Director of Investments at St. James’s Place, explains how it works and why it’s one of the keys to growing your wealth.

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The impact of inflation on your investments

Understanding inflation is an important factor when it comes to financial planning. If you do not plan effectively, the impact of inflation could cause your pot of hard-earned cash to shrink over time.  How does inflation work? Inflation means the general rise in prices for goods and services in an economy. Inflation can be good […]

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Financial advice for the entrepreneur

You’ve heard it all before, run of the mill financial advice – diversify, make time work for you, and embrace stock markets. For most investors, those are the core pillars of any investment strategy. However, for business owners that is only true up to a point. As you have different circumstances, you need to invest […]

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10 Ways Business Owners can benefit from Wealth Management

As a business owner you have dedicated a significant amount of time, money, and energy into building your business up to where it is today. That is why it is important for both your business and you personally to take steps into protecting what you have created, and to plan for the future through wealth […]

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Midlands is a member of Sovereign Wealth LLP.

Find out more about Sovereign at our corporate site.

SOVEREIGN CORPORATE SITE

Sovereign Wealth Limited 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. Sovereign Wealth Limited is a Limited company registered in England and Wales, Number 07115386. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.