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.