Use of Tax Wrappers

What do we mean by a tax wrapper?

This is simply a form of investment account which affords you protection from tax – which could be Income Tax, Capital Gains Tax, Corporation Tax (for business owners) or Inheritance Tax.

 

Add value to your savings and investments

In the UK there are many types of wrapper available and from a financial planning perspective, tax wrappers offer an excellent opportunity to add value to your savings and investments. They do this through enhancing the returns your investments generate by shielding those returns from taxation.  Using a variety of wrappers also provides choice as to how you use capital and income to meet your financial needs.

A well designed financial plan delivers a clear strategy to use the available tax wrapper allowances to your best advantage and our regular review process keeps you up to date on how these allowances change and adapts your personal plan to best effect.

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Investment risk

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From my first meeting with Trudi Giles, I felt completely at ease. Trudi spoke clearly and in a way which I understood. We discussed all aspects of what I wanted from my pension and my attitude to risk, in that respect (which is very low) Trudi covered everything I requested and I would be more than happy to recommend her to friends/family needing advice.

Her service was first class. In fact I have already recommended a friend who has also had a positive meeting with Trudi!

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