How it works

Answer 8 Straightforward Questions

Complete a quick quiz covering key topics like ISAs, pensions, and inheritance tax. It’s designed to help you assess where you stand with your personal tax planning.

Identify Areas to Optimise

Your results will include green, amber, or red signals, highlighting areas where you have opportunities to make the most of available tax allowances, so you can stay on track to reach your financial goals.

Take Action with Expert Tips

Gain tailored advice and practical suggestions to help you confidently optimise your finances and secure your financial future.

Dependable Insights

This quiz has been developed by ScoreApp in partnership with St. James’s Place (SJP), one of the largest advice-led wealth management firms in the UK, with decades of experience in helping individuals and families achieve their financial goals.

Each result is designed to provide actionable insights backed by SJP's expertise in wealth management and tax-efficient planning.

Ready to Optimise Your Financial Future?

  • Take the first step toward smarter financial decisions today. This quick quiz could uncover strategies to help you save more and plan confidently for the future.

The Partner Practice is an Appointed Representative of and represents only St.James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s
wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

[.registered.trading] is a trading name of [.practice.name]. VAT No.
[.registered.vat]

Terms and conditions | Privacy Policy

SJP Approved: 28/11/2025