SEIZE THE OPPORTUNITY THIS TAX YEAR END…

9 February 2024

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As we approach the end of the tax year, a friendly reminder to seize the opportunity and optimize your ISA allowances for maximum tax benefits! If you haven’t done so already, now is the perfect time to make sure you’re making the most of your ISA allowances.

Let’s work together to ensure your financial goals align with smart, tax-efficient decisions. Don’t miss out on potential savings—let’s make this tax year end with a strategic financial win and contact me today!

The value of your investment can go down as well as up. You could get back less than you invested.

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

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PW & Partners 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) The St. James’s Place Partnership’ and the titles `Partner’ and `Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

SJP Approved 02/02/2024

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PW& Partners Ltd together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Privacy Policy or the St. James’s Place Privacy Policy.