It can be daunting trying to figure out how best to organise your savings, both for you and your family. Did you know that you can pass on some of your wealth free of inheritance tax? and have you thought about your pension; whether it is enough to fulfill your retirement plans?
Don’t leave it too late. Check out ten ways to make the most of your tax-saving allowances before 5th April 2020:
We’re here to help. Contact us today at www.rhodeswealthmanagement.co.uk or call the office on 01332 497670.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation can change at any time and are generally dependent on individual circumstances.
We understand that the current climate is concerning, and we are here to provide support during these challenging times.
Rhodes Wealth Management are doing everything within their capability to prevent disruption and continue to care for our client and employee wellbeing.
We will continue operating and prioritising our client's needs and will be available to provide advice and reassurance.
Our advisers are offering telephone or video appointments to help you through this difficult time.
The team are now working from home in line with government guidelines until further notice, however we remain available for contact over the phone within our normal opening hours of 9am - 5pm, Monday to Friday.