Seize the day
The valuable tax reliefs and allowances on offer can help to give us and our families that much-desired long-term financial security. But, with so many moving parts, having to make tax-smart, informed decisions can be daunting.
But, with 5th April just around the corner, it’s time to act now and do something practical to help your short- and long-term financial well-being.
A professional adviser can help. Don’t hesitate to get in touch on 01444 244551 or email@example.com before 5th April 2023.
The value of an investment with St. James’s Place will link directly to the performance of the funds selected and may fall as well as rise. You may get back less than you invest.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
Any tax relief over the basic rate on pension contributions is claimed via your annual tax return.
Although anyone can contribute to an ISA for a child only the parent/legal guardian can open the ISA for them.
Wellesley 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. Wellesley is a trading name of Wellesley Investment Management Ltd.