We help UK resident British Indian clients by creating a structured bespoke financial plan. Whether that is to grow your wealth, protect your wealth in relation to inheritance tax, capital gains tax or receive a regular income with efficient tax planning. 

Our advice is based on an understanding of your personal circumstances and is tailored to meet yours and your family’s lifestyle and requirements. We also go through your tolerance to risk, your financial goals for the future and investment objectives. 

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 the amount invested. 

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