Financial Wellbeing

Have you ever heard of a financial health check? Much in the same way we would have a standard ‘health check’ it is important to have a review of one’s financial affairs regularly, to identify any areas of concern and to make any necessary changes to improve the current situation.

You may have noticed that leading up to the tax year end we provided lots of advice around personal allowances and ways to maximise savings at that particular time of year. So just because we are now in a new tax year doesn’t mean we no longer have to consider tax-specific ways to improve you overall financial wellbeing. Now is the perfect time to get your financial affairs in order for this tax year.

Tax Health Check

The St. James’s Place Tax Health check is designed to help you, and if relevant, your partner consider the main exemptions, reliefs, and opportunities for tax saving and tax efficient investment available to you every year. Watch the video below to find out more:

 

 

If you’d like to hear more from us about investment hints & tips, fill in your details below:

 

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