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Don't pay more taxes than you need to.

Discover 7 Potential Steps to Minimise Inheritance Tax and Preserve Your Wealth as a Business Owner

In this comprehensive guide, you'll learn:

What is and how to utilise the nil-rate band and transfer unused nil-rate band.
What is Business Relief (BR).
Leverage employer pension contributions.
Gift shares and pension contributions.
How to use charitable donations to be a force for good and pay less taxes.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are dependent on individual circumstances.

SJP approved as at xx/xx/xxxx

Castell Wealth Management 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 Castell Wealth Management is a trading name of Castell Wealth Management Ltd. Castell Wealth Management Ltd is registered in England and Wales, Number 11639376. Registered Office: 251 Grays Inn Rd, London WC1X 8QT.

© Castell Wealth Management Limited. 2023.

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