Let’s give your Financial Planning a Summer check-up!
Make sure you have all the essentials covered with our Tax Planning Checklist. It highlights the key questions you should consider to stay on top of your finances. From ISA contributions to pension allowances and tax strategies, it’s a compact, simple yet powerful tool.
Get your Tax Planning Checklist!
To explore your Tax Planning Opportunities why not schedule in a no obligation consultation with your PW & Partner Financial Adviser and help ensure you’re financial fit to enjoy soaking up those future carefree summers!
PW and Partners are an all-female team of Financial Planning Specialists based in Edinburgh and a Senior Partner Practice of St. James’s Place. They are leading experts in Financial Advice offering Retirement Planning, Investment Planning, Protection Planning, Later Life Planning, Inheritance Planning and Mortgage Advice.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. 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 is generally dependent on individual circumstances.