Ask me about…Protecting your business exit from unnecessary tax or how to set up a family 'bank' for your grandchildren.

"Most of our clients have spent decades building a successful business or career, only to realise that the "exit" or the transition to retirement is more complex than the building phase. They worry about the "tax leakage" of their life’s work—whether through Inheritance Tax, complex pension limits, or inefficient corporate structures—and they often lack a clear, unified plan to ensure their family stays protected for the future.

I simplify complexity. 

By combining my background in high-level accounting firms with the highest technical qualifications in the industry (Chartered Fellow), I act as a strategic architect for your and your family’s wealth. I look at the "big picture" that others miss, connecting your corporate interests with your personal legacy. I give you the confidence that your wealth is structured to withstand changing legislation, allowing you to focus on enjoying the life you’ve built rather than worrying about the fine print."

You can contact me via email - alexander.newton@sjpp.co.uk

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is depends on individual circumstances. 

Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.