Can your money work harder in 2020
Now could be the perfect time to consider whether your savings, investments and pensions are working as hard for you as they could with three resolutions for the New Year.
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Pay Less tax
Less tax means higher returns for you. You could pay less tax with a carefully constructed financial plan and by making the most of your tax allowances.
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Seek better returns with investment choices tailored to you
Much has happened in 2019 and your investments may look different from a year ago. You could now be taking too much risk, or holding poor-performing investments. Independent Investment Advice can help you make sure your investments are positioned to seek the best returns for your financial goals.
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Make it easier for yourself
With a bit of help you can make your investments easier to look after and reduce your paperwork. This New Year could be an excellent time to bring all your pensions, ISA’s and investments together. Saving you time, effort and paperwork. We recommend you seek independent financial advice before moving any type of pension plan or investment product.
The New Year is always a good time to seek advice to improve potential returns and to pay less tax. We can help you do this.
Contact us today on 01384 671947 for advice.
The value of investments can fall as well as rise, and you may not get back as much as you put in. Please note tax rules may change.and benefits depend on individual circumstances.
