What are the opportunities to leverage on if you are thinking about retirement?
How many more qualifying years you have left to contribute?
What Inheritance Tax allowances are available for you to utilise?
These are uncertain times. It’s easy to let concern about what’s going on in the world cloud your judgement.
The risk is that you delay the actions that can help you achieve financial security for you and your family.
That includes taking advantage of the valuable tax breaks offered each tax year.
How much tax do you pay on your investments?
Is your pension planning on track to provide the retirement lifestyle you’d like?
How much of your wealth could you pass to your family free of Inheritance Tax (IHT)?
The checklist provided by St. James's Place Wealth Management is general communication provided for informational purposes only. It should not be relied upon as financial advice and it does not constitute a recommendation, an offer or solicitation. No responsibility can be accepted for any loss arising from action taken or refrained from based on this publication. All information presented herein is considered to be accurate at the time of production, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted.
Please note that 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. The value of any tax relief depends on individual circumstances. You are advised to seek independent tax advice from suitably qualified professionals before making any decision as to the tax implications of any investment.