Independent Wealth Management

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Income and capital gains tax reduction

We all pay tax, but no one wants to pay more tax than they need to.

With careful planning, it is possible to quite legitimately reduce the amount of income and capital gains tax you pay.

This subject is a key consideration with most investment and retirement planning.

The Financial Conduct Authority does not regulate Tax, Trust or IHT Planning

Tax treatment is dependent on individual circumstances and may be subject to change in the future

Increasing ISA Allowances

From 6th April 2017, the personal ISA allowance is increasing to £20000. Over the years, the amount you can pay into an ISA has been steadily increasing, but this represents a significant increase and means that you now have an even better opportunity to accumulate tax efficient savings and investment.  For couples, the total amount […]

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Are you claiming your full pension tax relief?

If you are a high rate tax payer with a personal pension, you need to be sure that you are receiving your full income tax relief on your contributions.

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The importance of tax relief

When discussing retirement planning with our clients, a great deal of attention is always given to fund choice and the corresponding past performance figures.

However, it is important to remember one of the fundamental reasons why pensions should be the investment of choice for retirement planning.

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Protection

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When my wife and I were looking for advice on retirement financial planning a few years ago, Barry was recommended to us by another IFA, who no longer provided that type of advice. Over the last few years, Barry has provided us with very good financial planning advice, tailored to our particular needs and attitudes to financial risk. He contacts us regularly to update us with the latest information and to see if our needs have changed but leaves the final decisions to us, i.e. he does not try to push a particular financial product or company. We have been very pleased with his advice to date and look forward to continuing our association with him.

Mr K.T.

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