Essential tax and wealth strategies

Tax is a highly sensitive subject for most individuals. In this guide, we consider a number of tax planning and wealth strategies.

ad+ can show you how to improve your financial position and structure your affairs so that you don’t have to pay more tax than you legally have to.

The tax clock is ticking – is it time to discuss how you could structure your affairs more efficiently?

We hope you enjoy reading this issue and find it informative. To discuss any of the articles featured, please contact us.

If you would like to discuss your situation please contact us to arrange a private review meeting.

DOWNLOAD your free copy of ad+ guide to 2015/2016 Tax Planning.

NOTES:

Content of the articles featured in this publication is for your general information and use only and is not intended to address your particular requirements or constitute a full and authoritative statement of the law. They should not be relied upon in their entirety and shall not be deemed to be, or constitute advice. Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of any articles.

Pension and investment advice will be given by our sister company, ad+ Financial, which is regulated by the FCA.

INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES OF, AND RELIEFS FROM, TAXATION ARE SUBJECT TO CHANGE.

A PENSION IS A LONG-TERM INVESTMENT. THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND UPON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION.

The value of your investments can go down as well as up and you may get back less than you invested. Past performance is not a reliable indicator of future results.