Senior Partner Practice of St. James's Place (Singapore) Private Limited

Our Services

Tax Efficient Investment Planning

Taxes are one of the most significant expenses a wealthy, successful person will incur over their lifetime.

Therefore, tax planning should be a key consideration in your overall wealth planning process, as taxes can have a profound impact on your financial future. 

Not only should tax planning be a consideration to minimise expenditure, it should also be on your radar if you want to build a flexible structure that adapts to unknown circumstances in the years ahead.

Let us create a tax-efficient investment strategy that will optimise your tax obligations and maximise your overall wealth planning process.

How we can help with tax in Singapore

Working with us means your money has the chance to benefit from St. James’s Place’s distinctive investment management approach, coupled with our ongoing advice and support to make the most of the opportunity to build tax-efficient wealth and avoid amateur mistakes.

To create a tax-efficient investment strategy, The Heritage Partnership considers a range of factors, including your income, assets, and investment goals. 

For example, one of the ways we minimise your tax obligations is to invest in tax-efficient investment vehicles. These may include, but are not limited to, tax-deferred retirement accounts and investments across different asset classes with the purpose of helping you reduce your tax liability.

Our network of taxation professionals in Singapore

At The Heritage Partnership, we have fostered relationships with a wide range of financial professionals including accountants who specialise in managing the taxation of high net worth individuals. 

We also believe that it is important to stay informed about changes to tax laws and regulations. Tax laws can change frequently, and staying up-to-date with these changes can help you adapt your tax planning strategy to stay ahead of the curve.

Taxation management in Singapore

Ultimately, a wealth manager can provide you with customised advice and guidance on how best to lower your tax liability based on your unique financial situation and goals. They can help you create a comprehensive tax planning strategy that seamlessly integrates with your overall wealth management plan.

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 you invested.

The St. James’s Place approach to investment management only applies to St. James’s Place Products. 

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.

Building a lasting legacy with you

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