Your end-of-tax-year tick list
Time is running out to complete ISA or pension contributions before the end of the tax year – and to benefit from other savings opportunities likely to cut in the next Budget.
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How did your wealth manager perform against its peers in 2019?
Most people are drawn to professional wealth management by the promise of superior investment returns. But it can be notoriously difficult for investors to find reliable figures to make comparisons from – a problem we aim to solve.
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Client trends February 2020:
Big tax changes and pension mis-selling top clients’ concerns
Our affluent users have seen that the government is set to both give and take away on the tax front. Media coverage of the growing pension transfer scandal has also driven a significant number of enquiries in recent weeks.
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Higher-earners:
Beat the top-rate tax trap
Higher-earners are finding more and more of their pay is eaten up by tax, but ahead of substantive changes coming in there are a number of strategies that can help keep your bill down, as well as being beneficial to your broader wealth goals.
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