Roderick Sam - Wealth Management Consultant

03/03/2021

Chancellor Rishi Sunak has unveiled the UK government’s 2021 Budget, in which he revealed his plans to boost the country’s economy after the unprecedented financial impact of the COVID-19 pandemic:

https://partnership.sjp.co.uk/article/detail/sjpp/budget-2021-march-summary

Budget 2021 - Summary

02/03/2021

Make the most of your tax allowances and reliefs, act before 5 April. In our first tax year-end planning article we look at the important options to consider wherever you are on your journey and whatever your financial destination: https://partnership.sjp.co.uk/article/detail/year_end_tax_planning_take_a_step_towards_your_goals

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

Have any questions? Don't hesitate to get in touch.

The Hearnden & Weston Wealth Management Ltd 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)

Year-end tax planning: Take a step towards your goals

25/02/2021

Investing money in an Individual Savings Account (ISA) is a smart way to reduce the tax you pay when taking an income in retirement.

19/02/2021

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.

Savers are hoarding cash, but risk missing out on opportunities to create long-term wealth

17/02/2021

The long-term effects of compounding mean that the earlier in life you start to make monthly pension contributions, the more you stand to benefit in retirement.

15/02/2021

There’s a little-known tax ‘sinkhole’ that could catch you unawares and leave you paying more tax than you need to:

https://partnership.sjp.co.uk/article/detail/sjpp/dont-get-caught-in-the-60-percent-tax-trap.html

Have any questions? Don't hesitate to ask.

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

Hearnden & Weston Wealth Management Ltd 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)

Don't get caught in the 60% tax trap

11/02/2021

Increasing your pension contributions each month could make a massive difference to your retirement pot.

10/02/2021

Planning now to mitigate the impact of Inheritance Tax can improve not only your life, but also your family’s.

Planning now to mitigate the impact of Inheritance Tax can improve not only your life, but also your family’s. Here’s how to do it

26/01/2021

Janine Edwards Wealth Management is a Partner Practice of St. James’s Place Wealth Management Plc.

The Partner Practice 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. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

Janine Edwards Wealth Management is a trading name of JEWM Ltd

A list of product and services from St. James's Place.