We believe your money should work as hard as you do and that savings that are easy to lay your hands on, as and when you need them most, are an essential part of your “financial tool-kit”
With tax efficient savings and investments available for you and your business, there has never been a better time to let us help get a handle on your finances.
Here’s just a few of the things our team of experts can offer advice on:
The annual allowance is a limit to the total amount of contributions that can be paid to defined contribution pension scheme. The Annual Allowance is currently capped at £40,000. The total amount of benefits that you can build up in defined benefit pension schemes each year, is also limited to the Lifetime Allowance, that is currently set at £1.25 million (2015/16 tax year) and this will reduce further to £1m from April 2016.
A Corporate deposit is an interest bearing deposit banking product offered to corporate banking customers by banks and accredited financial institutions.
A number of different types of investments specifically chosen based on your circumstances, tax status and attitude to risk.
You can hold assets within your portfolio such as shares, unit trusts, property etc.