Roderick Sam - Wealth Management Consultant

Chancellor Rishi Sunak has unveiled the UK government’s 2021 Budget, in which he revealed his plans to boost the country’s economy after the unprecedented financial impact of the COVID-19 pandemic:

https://partnership.sjp.co.uk/article/detail/sjpp/budget-2021-march-summary

Budget 2021 - Summary Budget 2021 - Summary

Make the most of your tax allowances and reliefs, act before 5 April. In our first tax year-end planning article we look at the important options to consider wherever you are on your journey and whatever your financial destination: https://partnership.sjp.co.uk/article/detail/year_end_tax_planning_take_a_step_towards_your_goals

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.

Have any questions? Don't hesitate to get in touch.

The Hearnden & Weston Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority)

Year-end tax planning: Take a step towards your goals Year-end tax planning: Take a step towards your goals

Investing money in an Individual Savings Account (ISA) is a smart way to reduce the tax you pay when taking an income in retirement.

The long-term effects of compounding mean that the earlier in life you start to make monthly pension contributions, the more you stand to benefit in retirement.

There’s a little-known tax ‘sinkhole’ that could catch you unawares and leave you paying more tax than you need to:

https://partnership.sjp.co.uk/article/detail/sjpp/dont-get-caught-in-the-60-percent-tax-trap.html

Have any questions? Don't hesitate to ask.

Taxation rules can change at any time and are dependent on individual circumstances.

Hearnden & Weston Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority)

Don't get caught in the 60% tax trap Don't get caught in the 60% tax trap

Planning now to mitigate the impact of Inheritance Tax can improve not only your life, but also your family’s.

https://www.sjp.co.uk/news/how-to-beat-inheritance-tax-in-five-easy-moves

How to beat Inheritance Tax in five easy moves Planning now to mitigate the impact of Inheritance Tax can improve not only your life, but also your family’s. Here’s how to do it

Janine Edwards Wealth Management is a Partner Practice of St. James’s Place Wealth Management Plc.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

Janine Edwards Wealth Management is a trading name of JEWM Ltd

Products and services A list of product and services from St. James's Place.