Tailored solutions for legal professionals
Providing you with a bespoke, comprehensive financial plan to help you achieve your goals and aspirations.
Apollo Private Wealth provides holistic and tailored private wealth management to legal professionals…
…who require a flexible approach to financial planning that fits around their career as it develops.
We provide carefully managed, compliant solutions that help you develop financially, freeing your time to spend it on your own clients as well as your personal life.
We have advised law firm professionals with complex corporate legal tax structures with the goal of minimising tax liability and increasing wealth in the long term. We work with law firm partners and senior professionals from magic and silver circle firms that are planning on retiring soon or are already retired.
Working with so many of these clients means we have a deep understanding of the intricacies of the legal profession and the financial considerations that go with it.
Apollo Private Wealth is a Senior Partner Practice of St. James’s Place. St. James’s Place is a strategic Partner of the Law Society of England and Wales.
Specialist support for legal professionals
Moving from being a paid employee of a law firm to partnership can involve equity investment, as well as vastly different remuneration structure. Planning ahead as part of your broader wealth management can help support this promotion.
We can take on the burden of planning ahead for your retirement, made more complex with a high level of income. For example, if your pension annual allowance is tapered, we can help you consider alternative investments that regain tax efficiency.
Together with retirement planning, we look at your broader financial plan, according to your objectives, and select tax-efficient methods through which to save, invest, and fund your lifestyle.
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 the amount invested.
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.
