College and County – Oxford Lettings and Property management – Investing in the PRS

College and County / St James Place –– Investing in the Oxford residential Lettings Market

College and County – Oxford Lettings and Property management – Investing in the PRS

Tax Efficient Property Portfolio Exit Strategies Christopher London Associate Partner The Partner represents only St James’s Place Wealth Management plc (which is a 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 The “St James’s Place Partnership” and the title “Partner” are marketing terms used to describe St James’s Place representatives.

Property - What 3 Key questions am I asked? How can I reduce my taxation when I exit my portfolio? How much property investment should I have in a balanced portfolio? How can I pass on some of my assets to my children and reduce my IHT exposure? The levels and bases of taxation, and reliefs from taxation, can change at any time and are dependent on individual circumstances.

We can work with you to design ; Strategies to extract cash from limited companies mitigating liability to taxation. Exit strategies on directly owned portfolio’s –to mitigate CGT via tax efficient investments, pensions,etc. A bespoke total tax efficient solution taking your overall financial situation into account. 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 and are dependent on individual circumstances.

Managing Your Wealth Retirement Planning Protecting you & your estate Personal cash & borrowings Advice for business Other services Investment Planning A comprehensive range of solutions

Overview FTSE 100 Company Leading UK Wealth Manager £58.6bn client funds under management Tailored face to face advice Individuals, Trustees & Businesses Innovative & Imaginative Access to market expertise

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College and County – Oxford Lettings and Property management – Investing in the PRS