Whatever Your Destination,
the Time to Act Is Now

Whichever steps you take, don’t forget to make the most of your valuable reliefs and allowances before the end of the current tax year on 5 April.

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Key Steps to Consider

ISA Allowance

Are you making the most of this year’s £20,000 allowance? Using Stocks and Shares ISAs can be great for investing over the long term and saving for your biggest goals in life.

Junior ISA

Are you looking to save for the children in your life to give them a head start? You can contribute up to £9,000 per child into a Junior ISA with no further liability to Income Tax or Capital Gains Tax.

Pension

Are you getting the most from the tax-savings benefits your pension can bring? There’s a chance the government might reduce some of these soon, so make sure you’re taking advantage before the end of this tax year on 5 April.

Inheritance Tax

Are you thinking about how you can reduce the Inheritance Tax your children or grandchildren might have to pay when you die? Using your gifting allowances before 5 April will reduce the taxable value of your estate.

Capital Gains Tax

Are you sure you won’t get caught in the CGT trap? Make sure you’re paying what you owe, but not paying when you don’t need to. The government might raise CGT rates soon, so make the most of this year’s allowances before 5 April.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

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

Tax Health Check

There are many simple, permissible and effective ways to help reduce your tax bill. The tax regulations have changed continuously in recent years and a tax health check can be a key tool to analyse and highlight areas for concern.  

Our tax health check is comprised of eleven simple questions which help us to identify simple but effective tax-saving opportunities that may be relevant to you. Dependent on the answers to the questions there may be an opportunity, or opportunities, to improve financial well-being. Based on the answers given, it will be possible to ascertain which, if any, action(s) may be appropriate for you.

Help Communities in Need

For every tax health check we complete before tax year-end, we help a migrant family to learn about money management in Thailand. 

With no access to basic financial infrastructure, refugee families on the Thai/Burma border have no way to manage the few resources they have. This puts them at constant risk of losing the ability to survive. 

Financial literacy gives even families in poverty a level of security and safety for their children they never knew was possible. Train communities in money management so that families can save together, borrow cheaply for emergencies, and even earn returns on their deposits.

Schedule a no-obligation tax health check today.

Your Next Step

As the 5 April deadline approaches, you may want to consider using the valuable tax-savings and investment opportunities before they are lost.

By joining together your goals and our expertise, we can help you reach future financial security.

Take a step in the right direction – act by 5 April. Speak to one of our financial advisers to find out more.

Latest updates

Are Your ISA Savings Working Hard for You?

The reality is that many people fail to make the most of the tax benefits on offer for their ISA savings. With time to think about our finances being one of the few benefits of lockdown, now could be an opportunity to review those plans.

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.

Don’t Get Caught in the 60% Tax Trap

There’s a little-known tax ‘sinkhole’ that could catch you unawares and leave you paying more tax than you need to. We look at ways to sidestep it.

Are Your ISA Savings Working Hard for You?

The reality is that many people fail to make the most of the tax benefits on offer for their ISA savings. With time to think about our finances being one of the few benefits of lockdown, now could be an opportunity to review those plans.

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.

Are Your ISA Savings Working Hard for You?

The reality is that many people fail to make the most of the tax benefits on offer for their ISA savings. With time to think about our finances being one of the few benefits of lockdown, now could be an opportunity to review those plans.

Contact Us

CF Wealth

Tel: 020 8042 0156
Floors 1-3,
116 Brompton Road,
Knightsbridge, London
SW3 1JJ

The Partner 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 Partner's Privacy Policy or the St. James's Place Privacy Policy.

Don’t miss the 5 April deadline to make the most of this year’s tax-saving allowances and reliefs.

Please indicate which tax-planning and investment opportunities you are interested in:

The Partner 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 Partner’s Privacy Policy or the St. James’s Place Privacy Policy.

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