Tax-Led Wealth Planning
Turning complexity into confidence.
Clarity is power, especially on the path to protecting what you’ve built. At Select, we bring tax into focus, weaving it seamlessly into your financial journey.
Our expertise lies in enhancing your investment strategies with tax efficiency, whether you’re managing cross-border wealth, planning for succession, or navigating complex jurisdictions. We simplify the landscape so you can move forward with confidence and control.
Our Tax-Led Wealth Planning Services
Enhancing outcomes, not just reducing liabilities.
Tax is more than a compliance exercise, it’s a tool to strengthen your long-term outcomes. We work with you to identify efficiencies across your investment strategy, business interests, and estate plans, always with your broader goals in mind. Our approach is proactive, precise, and designed to keep more of your wealth working for you.
Making sense of the UK tax landscape.
Whether you’re UK-based, UK-domiciled, or simply exposed to UK tax rules, we help bring clarity to an often complex system. From managing income and capital gains to navigating inheritance tax or the non-domicile regime, our planning is always integrated with your wider financial picture—so you can move forward with foresight and confidence.
Expertise across borders, grounded in experience.
Australia’s tax rules are intricate — and often unforgiving, especially when international exposure comes into play. With deep, on-the-ground knowledge of Australian legislation, we help you manage residency, structuring, and compliance with clarity and care. Whether you’re investing, relocating, or returning, we simplify the rules so you can stay informed, compliant, and in control.
Global complexity, locally understood.
Managing wealth across borders means navigating a patchwork of tax regimes, each with its own risks, rules, and rewards. From France to Singapore and beyond, we bring local insight to international tax planning, aligning each jurisdiction’s obligations with your global ambitions. Wherever life takes you, we help ensure your tax strategy travels just as well as you do.
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. The value of any tax relief depends on individual circumstances. You are advised to seek independent tax advice from suitably qualified professionals before making any decision as to the tax implications of any investment.