In your world, complexity is the norm — from carried interest and performance bonuses to deferred comp and investment opportunities. You're detail-oriented, analytical, and time-poor. And while you're managing capital and returns for others, your own financial planning can easily take a back seat.

We work with finance and private equity professionals who value clarity, precision, and efficiency. Whether you're navigating a liquidity event, planning for a future exit, or thinking about long-term wealth preservation, we provide the insight and structure to help you make the most of your success.

From optimising compensation and structuring investments to legacy and estate planning, we deliver sophisticated, tax-efficient advice that fits around your demanding schedule.

Working alongside your existing advisers, we take a holistic, joined-up approach — aligning personal, professional, and family goals with financial strategy.

Because managing other people’s money shouldn’t mean neglecting your own.

Needs:

• Complex compensation (bonus, deferred comp, carried interest)
• Long-term planning despite cyclical or lumpy income
• Time-poor but detail-conscious — value precision and insight
• Wealth preservation, intergenerational planning, estate strategy

How We Help:  

• Carried interest and bonus structuring
• We help you make the most of complex remuneration packages by advising on the optimal structuring of carried interest, bonuses, and deferred compensation. Our approach ensures tax efficiency, aligns with your liquidity needs, and supports your broader financial goals.
• Advanced investment and tax planning
• With irregular or lumpy income, a traditional planning approach won’t cut it. We build flexible investment strategies that adapt to the peaks and troughs of your earnings while minimising tax drag. Our advice helps you stay on track with long-term objectives, even in volatile markets.
• Trust and estate strategies for long-term goals
• Preserving and passing on wealth is a key priority. We design bespoke structures that reflect your family values, protect your estate, and reduce inheritance tax exposure — whether through trusts, or philanthropic planning – we can design a solution that fits your needs.
• Efficient, discreet, high calibre advice
• We know your time is valuable. Our role is to simplify complexity, offer sharp insights, and act as a trusted sounding board for both personal and professional decisions — always with clarity, discretion, and minimal fuss.

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.

Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.

Trusts are not regulated by the Financial Conduct Authority.