Use it or lose it. Don’t pay more tax than you need to
The tax allowances and exemptions system in the UK is complex. Don’t miss out on what you’re entitled to. Paul Poulter walks us through several scenarios.
Do you have any money put away for a rainy day? Savings rates are currently lower than they have been historically, but this doesn’t mean it’s a bad idea to build a buffer. Many people can struggle to save with other pressures on their salary, so setting up a standing order for when you’ve just been paid into a savings account is a good idea for maintaining discipline.
There are tax-efficient products to help you build your savings, like Individual Savings Accounts (ISAs) where you do not need to pay tax on withdrawals. If you’d like to discuss any of these products and whether they could be right for you, get in touch.
Find out how an independent financial adviser can simplify your long term goals with a bespoke financial plan, please arrange an initial appointment.
The tax allowances and exemptions system in the UK is complex. Don’t miss out on what you’re entitled to. Paul Poulter walks us through several scenarios.
Wren Sterling Group’s new CIO Rory McPherson reflects on what is happening in the markets and sees reason to be optimistic.
As stormy market conditions continue we talk to an adviser about the advice she gives her clients to help them navigate the current climate.