As we enjoy the summer it’s tempting to overlook anything not related to sunshine, travel, and family time. But hold onto your sunhat, let’s give your Financial Planning a Summer check-up!
Is your tax-proofing as good as your suncream? We’re sure you consider the SPF and UVA ratings when protecting your skin in the sun, but do you know your ISAs from your Capital Gains Tax when protecting your income?
If you’ve yet to examine your Tax Planning Options, or would like to gain more insights, check out our helpful Scotland and UK Tax Planning Guides below, designed to provide you with a clearer understanding of tax reliefs and allowances.
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 levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is dependent on individual circumstances.