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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I would like to say that, for me, Professional Wealthcare has consistently delivered an excellent service. I have known Barry for a few years now and he is always there to answer a query, give advice or act upon new instructions without hesitation or delay; and nothing is too much trouble. Always the professional, he is extremely knowledgeable, but he also knows how to present information clearly and concisely. Barry’s honesty, integrity and downright cheerfulness make it a joy, rather than a chore, to discuss financial arrangements. I waste no time in recommending Professional Wealthcare to anyone who wants a quality service from someone who is outstanding in their field.

Lacey Callanan

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