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Monday 8:30am - 5:30pm Tuesday 8:30am - 5:30pm Wednesday 8:30am - 5:30pm Thursday 8:30am - 5:30pm Friday 8:30am - 5:30pm

Porta Wealth Management

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Porta Wealth Management

Porta WM is based in London, providing Investment & tax planning to preparing for retirement

20/03/2024

Did you know, if you're a big earner, you may be able to bring your taxable income down by putting more money in your pension or making charitable donations.

These can:
- Bring your income down below the additional rate tax band, which starts at £125,140
- Help you hold on to your Personal Allowance, which is slowly withdrawn once you earn over £100,000
- Help you hold on to your Child Benefit, which is gradually withdrawn if one parent in the household earns more than £50,000

11/03/2024

Did you know, the capital gains tax free allowance for 2023/24 is now £6,000 and is due to reduce to £3,000 in 2024/25

Three things to consider:

- You can't carry forward any unused allowance from the previous year. However, by carefully planning ahead and releasing gains gradually over a number of years, you can look to fully utilise your annual allowance

- Holding assets in an ISA or Pension will make them exempt from CGT

- It's possible to transfer assets to your spouse or civil partner so you can both make use of your individual allowances

05/03/2024

Join Team Porta!

We have 2 roles available;

A Practice Manager to manage all operational aspects of the Practice on a daily basis

An Associate working with a senior Adviser, gaining your diploma in Regulated Financial Planning and training to become an Adviser.

If you are interested you call apply on indeed using the link below or by emailing [email protected]

https://lnkd.in/eS4utVuy

04/03/2024

With only 34 days left till Tax year end here is todays tax year end checklist topic - IHT

Did you know the government has frozen the inheritance tax (IHT) thresholds until April 2028. This is often described as a 'stealth tax' by the government as not increasing the thresholds in line with inflation means more and more families are automatically brought into the IHT net

29/02/2024

Watch out for the 60% tax trap!

Did you know....
It's often through that the highest UK tax rate is 45% but that's not the case. If you earn more than £100,000 per year, you could be taxed at a rate of 60% on income between £100,000 and £125,140

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 you invested.
An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are dependent on individual circumstances.

22/02/2024

Tax Year end is fast approaching with only 43 days left for you to make the most of the tax reliefs and allowances available to you.

Over the next few weeks we will be giving you a checklist to help you create the financial future you want

13/02/2024

A thought for your financial future!

As we approach the year-end, consider the impactful strategy of tax efficient gifts. Supporting your children and grandchildren through this avenue not only benefits them now but also plays a vital role in long-term planning, shaping a secure financial future.

Plus, it's a smart move in managing Inheritance Tax considerations. Let's explore this practical aspect of financial planning together and create a legacy that lasts. Contact me today!

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

Porta Wealth Management LLP 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 Approved16/11/2023

06/02/2024

Do you want to join our team?

We are looking for a trainee Adviser/associate to join team Porta. This is a great opportunity for someone who is looking to start their Financial Adviser career.

The successful candidate will receive robust training and development, on-the-job training and client contact whilst on the path to being Diploma qualified.

To apply or find out more information please email [email protected]

01/02/2024

Heads up! Changes are on the horizon for Capital Gains Tax.

From 6 April, the allowance is set to reduce to £3000, potentially impacting your tax liability on property or valuable assets sold post this date.

If you're contemplating the sale of an asset or property, now might be the time to act and leverage the current tax-free allowance.

Let's navigate this adjustment together to ensure you make the most of your financial decisions. Time is ticking! . Contact me today!

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

Porta Wealth Management 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 16/11/2023

24/01/2024

Time is ticking!

As the tax year draws to a close, a gentle reminder about the golden opportunity to supercharge your pension. Making additional contributions before the deadline is a strategic move to unlock valuable tax allowances and reliefs, giving your pension pot a substantial boost.

Don't miss out on the chance to maximize your contributions and enjoy significant tax benefits. Let's make this year-end count for your pension 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.

Porta Wealth Management LLP 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 16/11/2023

16/01/2024

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.

Porta Wealth Management 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 16/11/2023

05/01/2024

As we approach the end of the Tax Year, it's crucial to start thinking about your tax planning for the forthcoming year-end. Whether you're a business owner or an individual, strategic tax planning can make a significant impact on your financial well-being.

Contact me today for advice and to help you to navigate the complexities of the tax landscape and set the stage for a financially successful year ahead!

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

Porta Wealth Management LLP 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 16/11/2023

Address

30 Lombard Street
London
EC3V9BQ

Opening Hours

Monday	8:30am - 5:30pm
Tuesday	8:30am - 5:30pm
Wednesday	8:30am - 5:30pm
Thursday	8:30am - 5:30pm
Friday	8:30am - 5:30pm

Website

http://www.portawealth.co.uk/

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