As tax advisers we are not permitted to provide investment advice and we highly recommend you engage an Independent Financial Adviser to assist with your investment needs.
Some investments generate income that does not attract an Income Tax liability, others reduce your Income Tax position and a few offer an exemption from Capital Gains Tax on sale. ISAs are a tax-free wrapper which can accumulate significant tax benefits over a person’s lifetime. Retirement should also play a large part in your wealth management plan, with pensions attracting generous tax benefits.
At EAG Tax we can work alongside your chosen financial adviser and other trusted professionals to help meet your financial wealth objectives.
Useful links:
- https://www.fca.org.uk/consumers
- https://www.gov.uk/individual-savings-accounts
- https://www.nsandi.com/products/premium-bonds
- https://www.thepensionsregulator.gov.uk
- https://www.gov.uk/tax-on-your-private-pension/annual-allowance
- https://www.moneyhelper.org.uk/en/pensions-and-retirement/tax-and-pensions/tax-relief-and-your-pension
- https://www.gov.uk/check-state-pension
