Roderick Sam - Wealth Management Consultant

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

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