Clifford Lax have been established in the business Transfer Industry for over 90 years having a vast amount of experience when it comes to helping you either buy or sell a business. They are a National organisation with representation in Leeds, Sheffield, London & Glasgow and have a wide range of businesses for sale throughout the UK.
Wills Financial Consultancy, an Associate Partner Practice of St. James Place Wealth Management, have been working very closely with Clifford Lax with the aim of delivering a high level of personal service in all aspects of wealth creation, wealth preservation and tax mitigation to the Clifford Lax client base.
This includes providing personal face-to-face financial advice to individuals and businesses in the increasingly complex areas of Business Purchase finance, company and private pensions, business protection, tax reliefs and exit strategy planning*.
Clifford Lax’s registered clients now have complimentary access to the St. James's Place E-Briefing Service which can keep you informed on the latest market news and fund manager views and provides tax, pension and estate planning insights and how they affect your wealth.
Click on the link below to register for the E-Briefing service. You will be able to select the key topics and briefings that you would like to receive by email, and importantly update your preferences at any time.
In addition by filling out the ‘Request contact’ section on the right, you can download financial guides, request a meeting or receive information on forthcoming events and seminars.
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.
Insights and E-Briefing Service
Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
Request contact
Please complete the form below to request contact.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.
