St. James's Place

St. James's Place Invaluable Advice

St. James’s Place
One to One Financial Advice

04/09/2026

Are your key tax deadlines on track?

With self-assessment, Making Tax Digital and the Autumn Budget all approaching, it's a busy period for business owners.

Our latest article rounds up the important dates to be aware of and explains why staying ahead of deadlines can save time, money and stress.

🔗 Find out more: https://ow.ly/5HVE50ZJfWW

St. James’s Place Representatives represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

SJP Approved 03/08/2026

Government bonds are meant to be boring. Yet recent swings in yields have made headlines across the globe. So, what's ch...
04/09/2026

Government bonds are meant to be boring. Yet recent swings in yields have made headlines across the globe.

So, what's changed, and what does it mean for their role in your portfolio?

Find out more in our latest article: https://ow.ly/TCeM50ZJgvq

St. James’s Place Representatives represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

SJP Approved 04/09/2026

In this week’s WeekWatch: markets digested comments from Fed Chair Kevin Warsh that raised expectations of further rate ...
01/09/2026

In this week’s WeekWatch: markets digested comments from Fed Chair Kevin Warsh that raised expectations of further rate hikes, while Nvidia’s latest results reinforced confidence in the AI growth story. We also look at the FCA’s warning on using AI for investment decisions and the UK government’s latest message to businesses ahead of the Autumn Budget.

Read here: https://ow.ly/Asun50ZHK0y

As part of its Q2 funding round, the St. James’s Place Charitable Foundation has awarded £90,000 over three years to Men...
28/08/2026

As part of its Q2 funding round, the St. James’s Place Charitable Foundation has awarded £90,000 over three years to Meningitis Now to strengthen support for men affected by meningitis.

Meningitis Now is a national charity that helps people rebuild their lives through emotional, practical and financial support following meningitis.

This funding will support a new Community Support Officer (Men's Worker) role, providing tailored assistance to men affected by meningitis, including survivors, carers and those who have been bereaved. The role will also help develop male-focused peer networks and encourage more men to access the charity's services.

The need is clear. Around 30% of people using Meningitis Now's services are men and evidence shows they are often less likely to seek help despite experiencing significant mental health challenges.

Through this role, Meningitis Now will address the unique impact meningitis can have on men's mental health, providing opportunities for people to connect with others who have shared similar experiences.

The SJP Charitable Foundation is proud to support this important work and help ensure more men affected by meningitis can access the help they need.

Well done to the team at Meningitis Now. We look forward to seeing the impact of this funding in the years ahead.

🌟 Applications for the next St. James's Place Charitable Foundation grant round will open this October.The Autumn round ...
28/08/2026

🌟 Applications for the next St. James's Place Charitable Foundation grant round will open this October.

The Autumn round will support charities working with children and young people who are disadvantaged physically, socially or economically, alongside organisations providing mental health support.

If you're considering applying, join our webinar on 15 September 2026 from 2:00pm to 3:00pm to learn more about the funding programme and application process.

Applications will be accepted from 1 to 8 October 2026, and applicants will receive a decision by 15 January 2027.

If your organisation is making a difference in either of these areas, we encourage you to consider applying. To find out more and to book onto the webinar, visit the Foundation's website: https://ow.ly/rA3w50ZG6sT

Anxiety can make financial challenges feel much worse. 🌧️Whether you become worried about the sustainability of your fin...
27/08/2026

Anxiety can make financial challenges feel much worse. 🌧️

Whether you become worried about the sustainability of your financial future, dealing with debt or struggling with cash flow problems, emotions around money can lead to inaction or avoidance.

A clear plan helps separate what matters from what can wait. Here's how you can break down your situation to make it more manageable: https://ow.ly/YuGN50ZFYeK

St. James’s Place Representatives represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

SJP Approved 20/08/2026

Will the April 2027 pensions and inheritance tax changes affect you?If your pension is one of your biggest assets, it ma...
26/08/2026

Will the April 2027 pensions and inheritance tax changes affect you?

If your pension is one of your biggest assets, it may be worth taking a closer look. 🔎

Don’t panic. Get informed, review your plans and understand your options.

Read more here: https://ow.ly/xJrz50ZFyek

St. James’s Place Representatives represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

SJP Approved 20/08/2026

As part of its Q2 funding round, the St. James’s Place Charitable Foundation has awarded £90,000 over 3 years to bigmoos...
21/08/2026

As part of its Q2 funding round, the St. James’s Place Charitable Foundation has awarded £90,000 over 3 years to bigmoose through its Mental Health Support funding theme.

Access to timely mental health support can make a life-changing difference, yet many people still struggle to get help before reaching crisis point.

Founded in Wales in 2018, bigmoose is tackling this challenge through its First Step Project, a rapid-access therapy model designed to provide early intervention and remove barriers to support.

This funding will help support a Referral Lead role and provide therapy sessions for beneficiaries, enabling more people to access the support they need when they need it most.

Supporting more than 300 people each month, bigmoose is helping bridge the gap between early distress and crisis, improving wellbeing outcomes and ensuring more people can access effective mental health support.

We’re proud to support a charity that is changing lives through early intervention and look forward to seeing the impact of this funding in the years ahead.

One of the biggest misconceptions about family succession? Thinking it is only about ownership.The real challenge is pro...
20/08/2026

One of the biggest misconceptions about family succession? Thinking it is only about ownership.

The real challenge is protecting the future value of the business whilst preserving family wealth for generations to come. Early planning, open communication and expert advice can make all the difference.

Read more on planning ahead for business succession: https://ow.ly/tT6G50ZBXgs

St. James's Place Representatives represent only St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

SJP Approved 20/08/2026

Have you thought about what happens to your estate when you die?Writing a Will is one way to make sure your loved ones a...
19/08/2026

Have you thought about what happens to your estate when you die?

Writing a Will is one way to make sure your loved ones are protected when you die.

Learn why writing a Will is so important and what would happen if you don't: https://ow.ly/a7xQ50ZAqJw

Will writing involves the referral to a service which is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

St. James's Place Representatives represent only St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

SJP Approved 17/08/2026

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