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SPEAK TO YOUR ADVISER TODAY FOR EXPERT ADVICE
Dear [finalname, fallback=Client],
Many of us tend to focus on 5th April as the tax-year-end deadline for getting our taxes in order. But by hitting the ground running earlier, you can help ensure you’ve done everything you can to make the best use of tax allowances, reliefs and exemptions. Small steps, perhaps, but ones that can give you confidence, over time and can help you get where you want to be.
Let our tax year-end checklist below guide you through some of the key areas to consider.
Tax year-end factsheets Looking for more information on tax-efficient saving? We’ve created some handy factsheets that tackle topics like pensions vs ISAs, Capital Gains Tax, and the 60% tax trap.
Time is on your side Acting now will help you avoid a last-minute rush and also gives you time to do a proper review of your allowances. Remember, most unused allowances cannot be carried over, so it’s worth finding out what’s available before it disappears.
If you’d like a more detailed conversation, please get in touch and together we can start planning ahead to help ensure your allowances don’t go to waste.
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 and are generally dependent on individual circumstances.
Kind regards,
[Signoff,fallback=Wellesley]
[JobTitle,fallback=Wellesley]
Wellesley 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.
Wellesley is a trading name of Wellesley Investment Management Ltd. Our privacy policy is available on our website which informs you how to opt out if you do not wish to receive any further marketing communications from us.
SJP approved 01/02/24
Wellesley House, 50 Victoria Road, Burgess Hill, West Sussex, RH15 9LH