Navigating the UK tax system can be difficult. The more tax you pay, the harder your investments need to work to achieve your financial objectives. We can help with tax management, showing you how to plan for tax as part of your overall wealth management strategy.
Money being passed to the next generation can quickly become eroded by tax if your investments are not structured in the right way. We can help you gain the full benefit of your hard-earned assets, whether you are building your career or already starting to plan for retirement.
Talk to us about dividend and savings income, pension planning, Capital Gains Tax and Inheritance Tax planning.
We can help you plan wisely to maximise any tax benefits.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
The more tax you pay, the harder your investments need to work to achieve your financial objectives. We can help you gain the full benefit from your hard-earned assets and make sure your money works hard for you.
Getting your tax right has never been more important. Penalties are growing and HMRC is cracking down. An Accountant can make sure your tax affairs are legal and accurate, down to the last detail.
Accountancy Services would be way of a referral, as these services are separate and distinct to St. James’s Place.
Did you know that the personal allowance – the amount that you can earn before you start paying Income Tax – has increased to £12,570? Similarly, the higher rate threshold – the point at which you will start to pay 40% Income Tax – has risen slightly to £37,700 of taxable income or £50,270 of gross income.
Both have been frozen until 2025/26, and the additional rate tax threshold of £150,000 remains unchanged.
*Accountancy Services would be way of a referral, as there services are separate and distinct to those offered by St. James’s Place.
Book a call with one of our experts today and take the first step towards establishing and achieving your financial goals.
