A word from the office - April edition

Spring has arrived, and we’re kicking off the new tax year with fresh goals and exciting updates!

First up, a huge shoutout to everyone supporting our £10,000 fundraising challenge for the Pied Piper Appeal. We’re making great progress, and there’s plenty more to come, so keep an eye out for the next big event!

With the new tax year underway, now’s a great time to check in on your finances, make the most of fresh allowances, and set yourself up for a strong year ahead. This month, we’ve got some handy tips to help you get started.

Here’s to a great April, both for our finances and our fundraising

Monthly Headline

Starting a new tax year is the perfect opportunity to review your finances and make sure you're making the most of your money. With the right advice, you can optimise your tax position, investments, and long-term financial plans. A financial adviser can help you:

Help Maximise Tax Efficiency

Use allowances and tax-saving strategies to reduce liabilities.

Optimise Investments

Adjust your portfolio for better returns and risk management.

Plan for Retirement

Set clear goals and make the most of pension opportunities.

Manage Debt & Cash Flow

Improve financial stability with smart budgeting.

Estate & Inheritance Planning

Protect your assets and minimise tax burdens.

Gain Peace of Mind

Get expert guidance to stay on track with your financial goals.

Start the new tax year strong with expert advice! 

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.

Further Insights

If you’re interested to read further, we also have more useful information on our website which can be found here.

Upcoming Events

SAVE THE DATE! - Quayside’s 10 Year Celebration 12 July 2025

Ruby’s Bar - Hawcote Barn, Birdlip, GL4 8LH

Charity News

Let’s do this!! It’s official, we’re going to try and raise £10,000 for the @piedpiperappeal by doing some crazy challenges around the magic number 10,000. We need your support, whether it’s a 10k run, a skydive or something even crazier, we won’t achieve it without your generosity so please keep your eyes on social media as together we can make a difference.

Contact Your Adviser

To book a no-obligation meeting with your adviser, whether it be Alex, Amelia, Liam, Piers or Steve - please click here.

Although the content of the article was correct at the time of writing, the accuracy of the information should not be relied upon, as it may have been subject to subsequent tax, legislative or event changes.   

Clicking a link will open a new window. Any external sites are not endorsed by St. James's Place.