Estate and tax planning isn’t just about passing on wealth — it’s about peace of mind. Whether you want to support your children, protect your estate from unnecessary tax, or ensure your wishes are respected, we can help.

At Southgate Wealth Management, we offer friendly, professional guidance to help you plan with clarity and confidence. We work with clients across Bristol, the southwest and the UK to make sure their financial affairs are in order for the future.

How we can help:

• Inheritance tax (IHT) planning

• Gifting strategies and family support

• Trusts and estate structuring

• Coordinating wills and lasting powers of attorney

• Reviewing pensions and investments for tax efficiency

We work alongside your solicitor or accountant where needed to ensure your plans are joined up and robust. Let us help you get everything in place with calm, practical advice.

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. The value of any tax relief depends on individual circumstances.  

Will writing and Powers of Attorney involve the referral to a service which is separate and distinct to those offered by St. James's Place and are not regulated by the Financial Conduct Authority.