Are you ready for Tax Year End?

hands holding tablet with picture of brochure displayed

Find out how to take full advantage of the reliefs and allowances available to you before the end of this tax year on 5 April 2023.

  • Maximise your tax allowances to help reach your goals
  • Make your money work harder with tax-savvy strategies
  • Use your Capital Gains Tax allowance
  • Take action early to give yourself peace of mind
  • Review your Pensions
  • Reduce your Inheritance Tax
  • Take advantage of your dividend allowance

Download our FREE Tax Year End eBook:

The use-by date for this year’s tax reliefs and allowances is 5 April. To find out how to make the most of your tax allowances, book an appointment with your Rhodes Wealth Management Advisor.
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 the amount invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.

The Partner together with St. James’s Place Wealth Management PLC are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner’s privacy policy or the St. James’s Place privacy policy.