Swann Financial Consultancy

Senior Partner Practice of St. James's Place Wealth Management

Inheritance Tax

For many this can be a difficult subject to understand and talk about. The aim of this area is to give you a little bit more knowledge and an understanding of how inheritance tax can effect you and your family.


Most people are familiar with the concept of Individual Savings Accounts (ISAs). In this area we go into a bit more depth about the different types of ISAs and the impact they have on your saving plans.


Protection comes in a variety of forms: a fasten seat belt in your car, the locked front door on your home, and also being prepared should the worse happen to you, your family or business.

Using Zoom

For all our Webinars we use the platform Zoom. It is a easy to use piece of software and in this area we go though it step by step.