St Lisaj provides a unique and bespoke Financial service by firstly growing the assets of its clients and secondly to protect and enhancing it for future generations.
You will be looked after by chartered professionals, with a strong and experienced team behind them, with the sole purpose of educating and advising you on the best possible course of action for your situation. Ideas ranging from IHT mitigation, retirement planning, investment advice, protection and Income Tax mitigation.
IHT mitigation:
We offer solutions to help mitigate or negate any IHT exposure you may have as an individual, or as a business owner.
Retirement planning:
We can walk through the steps to take to make your retirement a financially stress-free period of your life. by managing pensions and any other income, we can give you a plan that suits your needs and wants when entering this period of your life to make retirement comfortable and easy.
Investment Advice
We as advisers are constantly looking at new and exciting opportunities to improve how we manage your money. be it in securities, in fixed income or into properties, we are able to assess you as an individual, given your wants, needs, and attitude to risk, and give you a tailored investment strategy using some of the best fund managers in the world, all to give you the best investment experience we can offer.
Protection:
Feeling vulnerable to a possible loss of income understandable, but also unnecessary. if you are one of these people, we offer cover for you, your family, and your employees, so that you may feel safe and you are catered for should something were to happen.
Income Tax Mitigation:
together with our tax advice division, we can give you a two-pronged approach to managing your tax liabilities. We offer Venture Capital Trusts and Enterprise Investment Schemes to help mitigate your tax liabilities.