I have a special interest in helping Dentists and have expertise in helping dentists navigate the com
I cover all areas of wealth management including:
► retirement planning
► savings and investment planning
► protection
► mortgages
Your home may be repossessed if you do not keep up repayments on your mortgage.
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 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 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.
Are your ISA savings working hard for you? 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 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.