Estate Planning
At Parallel Wealth Management, we help you pass on more of what you’ve built — in the most tax-efficient way possible. Whether you want to support your loved ones during your lifetime or create a legacy for future generations, our expert Advisers will help you navigate the complexities of estate and inheritance tax planning with clarity and confidence.
Preserve your wealth for future generations
Estate planning isn’t just about reducing tax — it’s about making sure your money goes where you want, when you want. We’ll work with you to understand your goals, then create a bespoke strategy that could include trusts, lifetime gifting, pension planning, and intergenerational investment planning solutions. Our role is to make things simple, so you can make smart decisions for those who matter most. Fill in the form and we’ll be in touch to arrange a no-obligation conversation.
Parallel Wealth Management is a trusted Partner Practice of St. James's Place, offering specialist advice to individuals and families on how to protect and pass on wealth. We bring technical expertise, compassion, and discretion to every conversation — giving you peace of mind that your legacy is in safe hands.
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.
Trusts are not regulated by the Financial Conduct Authority
Reduce Inheritance Tax
Gifting & Trusts
Protection
Testimonials
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
Plan your legacy with confidence
Complete the form above or call 01473 550492 to speak with a Financial Planner.
The Partner Practice 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
