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Financial Plan, Tax

Why ISAs (and JISAs) are vital wealth management tools

What is an ISA and how much is my allowance? In simple terms, ISAs (Individual Savings Accounts) and their Junior equivalents are tax shelters for your savings and investments. Interest earned on other savings (or current) accounts may be liable for income tax once an individual’s Personal Savings Allowance has been reached. Basic rate taxpayers […]

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Ten key points on performance benchmarks

A wealth manager can help you vastly improve your financial situation through using clever financial planning techniques to make tax savings, but most people will be looking to the professionals to maximise their investment returns. So, how do you tell which firm is likely to make you the most money? Although past performance is no […]

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