Ever wondered what accumulative tax efficiencies you can achieve? Pension, Capital Gains and ISA’s for you, and don’t forget the children too. Use it or lose it is the phrase that pays. In this infographic, we demonstrate how a wealth manager helped Sophie, a senior banker over her working lifetime with efficient tax strategies.
Everyone knows about the yawning gender pension gap, but all too often women bury their heads in the sand, rather than proactively tackling the problem.
Saving on tax and investment costs are frequently not given the attention they warrant, but both are hugely important parts of any affluent individual’s wealth management strategy.
You don’t have to simply accept punishing tax charges on your pension and estate as a High Net Worth Individual, so consider joining our users in proactively planning to protect your wealth.
Time is running out to complete ISA or pension contributions before the end of the tax year – and to benefit from other savings opportunities likely to cut in the next Budget.
