We have a broad range of clients and have expertise in dealing with clients undergoing IPOs - supporting both employers and employees supporting with the challenges faced, benefit structures and tax-efficient solutions for those involved.

Over the years, we have built up:

• experience in advising start-up clients to understand pre-IPO stock offerings and the process of public exchange. 
• intense knowledge on employee stock purchase program and the CGT taxation. 
• specialism in diversifying assets to utilise higher rate tax, were relevant
• 121 bespoke session on investments, income planning, insurance, tax planning, and estate planning
• experience working with high tech and fintech start-ups
• experience in pre IPO (initial public offering) tech start ups
• applying management principles to the financial assets to utilise higher rate taxation
• specialised knowledge of company employee stock purchase plan ESPP (purchase and selling)

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 the amount invested. 

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.