ISA PLANNINGIn control of the detailTaking advantage of your tax-saving allowances and reliefs before the end of the tax yearis one way to put yourself in control of your financial future. Your annual ISA allowanceis a valuable opportunity to help grow your wealth and protect it from the twin threatsof taxation and inflation. But to make the most of it you need to invest it wisely.Our clients have entrusted us with L17 billion of ISA investments (June 2017). Bringingtogether our distinctive investment management approach, quality advice and ongoingservice, we can create the investment solutions to help you achieve financial securityMake the most of your ISA allowance. Invest by 5 AprilThe value of an investment with St. James's Place will be directly linked to the performance of thefunds selected and may fall as well as rise. You may get back less than the amount inrestedThe favourable tax treatment of ISAs may be subject to changes in legislation in the future.BERKLEY SQUARE PRIVATE CLIENTSSenior Partner Practice of St. James Place Wealth ManagementTel: 01249 591141Email: jason.ritchie@sjpp.co.ukWeb: www.berkleysquarepc.co.ukST. JAMES'S PLACEWEALTDE MANAGEMENTThe Partner Practice represents only St. Jamess Place Wealth Management ple (which is authorised and regulated by the Financial Conduct Authority) for the purpose of adising solely on the Group's wealthmanagement products and services, more details of which are set out on the Group's website www.sip.co.uk/products. The title Parter Practice' is the marketing term used to describe St. Jamses's Place representativesBerkley Square Private Clients is a trading name of Berkley Square Private Clients Ltd

Date: 01 March 2018

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ISA PLANNING In control of the detail Taking advantage of your tax-saving allowances and reliefs before the end of the tax year is one way to put yourself in control of your financial future. Your annual ISA allowance is a valuable opportunity to help grow your wealth and protect it from the twin threats of taxation and inflation. But to make the most of it you need to invest it wisely. Our clients have entrusted us with L17 billion of ISA investments (June 2017). Bringing together our distinctive investment management approach, quality advice and ongoing service, we can create the investment solutions to help you achieve financial security Make the most of your ISA allowance. Invest by 5 April 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 inrested The favourable tax treatment of ISAs may be subject to changes in legislation in the future. BERKLEY SQUARE PRIVATE CLIENTS Senior Partner Practice of St. James Place Wealth Management Tel: 01249 591141 Email: jason.ritchie@sjpp.co.uk Web: www.berkleysquarepc.co.uk ST. JAMES'S PLACE WEALTDE MANAGEMENT The Partner Practice represents only St. Jamess Place Wealth Management ple (which is authorised and regulated by the Financial Conduct Authority) for the purpose of adising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sip.co.uk/products. The title Parter Practice' is the marketing term used to describe St. Jamses's Place representatives Berkley Square Private Clients is a trading name of Berkley Square Private Clients Ltd