Independent Wealth Management

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Tag: Tax relief

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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Pensions

Planning for retirement, your options, review your plans...

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Investments

Investing your capital for tax efficient growth or income...

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Protection

Protect your family, life assurance, critical illness, income protection...

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