JJ Dickinson Financial Advice - PFP Wealth

South port flower show!!! 🌺

Topics of the weekend have been inheritance tax planning and taxation rules on pensions.

If you’re at the show and bored of the flowers, come for a chat!

Great afternoon today meeting the lovely staff of King David Primary School Liverpool for a financial wellbeing session. Need to get better at taking photos… which I didn’t do. So here is a photo of a sunset because it looks nice.

If you’re self-employed, non-working, a business owner, or have an income that varies from month to month, setting up a pension could be the best way to save for later life. Have a read, it will be worth the time.

Why set up a personal pension if you’re self-employed Why set up a personal pension if you’re self-employed

The hero you didn’t know you needed

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Many of us will face higher tax bills as a direct result of the Autumn budget. So it’s important to make the most of the tax savings opportunities of pensions and ISA allowances.

Take a look at this article for some great insight.

Using pensions and ISAs to reduce your tax bill Using pensions and ISAs to reduce your tax bill