Alex Ziff Financial Planning Ltd

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Alex Ziff Financial Planning Ltd

Experienced Financial Planner and Partner Practice of St. James's Place Wealth Management. Trust, Truth and Transparency are the values I stand for.

Specialising in helping business owners and employees plan for their financial future. I am a Chartered Financial Planner, dedicated to providing first class service to my clients. I offer a comprehensive range of financial solutions to individuals and businesses for generations of families. I provide holistic advice, as I believe that each area of financial advice impacts on another and it’s impo

rtant to have continuity and focus towards the achievement of your goals. I will work alongside you and help to plan for tomorrow, will commit to face to face meetings with you. I believe that each client is truly individual, I treat all clients the way I want to be treated myself, and I pride myself on doing so. I offer a positive, motivational and supportive business, with my client at its heart. Pension & Retirement Planning
Tax efficient Investment Planning
Inheritance Tax Planning
Protection Insurance - Life and Critical Illness insurance for individuals
Business Insurance - Keyman, Shareholders and Business Loan Protection
Corporate Solutions

31/08/2026

For many people, a pension is one of their biggest assets. From April 2027, it could also become an important inheritance tax (IHT) consideration. From this date, most unused pension funds will be included when the value of someone's estate is calculated for IHT purposes.

You can read the full article here: https://www.alexziff.com/article/detail/sjpp/how-pension-changes-could-affect-your-inheritance-tax-plans.html

27/08/2026

"An investment in knowledge pays the best interest." - Benjamin Franklin

26/08/2026

Taking time to plan your exit strategy can make the transition smoother and more tax efficient. Here we look at the various routes and things to consider as you approach family business succession.

You can read the full article here: https://www.alexziff.com/article/detail/sjpp/keeping-it-in-the-family-planning-ahead-for-business-succession.html

24/08/2026

You can find out more about the services we offer on our website 💻️ www.alexziff.com

20/08/2026

Japan, one of the world's largest economies, is struggling with a falling currency. The yen has been weakening against the US dollar, reaching its lowest level in almost 40 years.

You can read the full article here: https://www.alexziff.com/article/detail/sjpp/what-japans-falling-currency-could-mean-for-borrowing-costs.html

19/08/2026

How do you make a financial plan, when the world is so uncertain? With the Iran-US conflict entering ‘on again, off again’ status, we look at how best to survive recent – and ongoing – volatility.

You can read the full article here: https://www.alexziff.com/article/detail/sjpp/keeping-perspective-as-the-iran-conflict-resumes.html

17/08/2026

Having a say on what assets you want to leave to whom – through a Will – has never been as important, regardless of your relationship status.

You can read the full article here: https://www.alexziff.com/article/detail/sjpp/where-theres-a-will-theres-a-say.html

13/08/2026

If you’re eyeing an exit from your business, you’re probably wondering what the best route is, and crucially, how much it might be worth. Here’s our advice on how to work out a sale value and the key impacting factors.

You can read the full article here: https://www.alexziff.com/article/detail/sjpp/the-price-is-right-how-much-could-you-sell-your-business-for.html

12/08/2026

As part of St. James's Place’s sponsorship of Sky Arts, both stars talked to Edith Bowman in the ‘Sound Advice’ series, to discuss the advice that shaped their careers and helped them navigate the music industry.

You can read the full article here: https://www.alexziff.com/article/detail/sjpp/give-it-one-more-year-the-life-changing-impact-of-good-advice.html

10/08/2026

The Bank of England (BoE) has voted to keep the central interest rate at 3.75% as had widely been expected. You can read the full article here: https://www.alexziff.com/article/detail/sjpp/interest-rates-on-hold-for-now.html

Address

59 Hampstead Way
London
NW117DP

Website

http://www.alexziff.com/

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