In recent years, so-called progressive tax measures have disproportionately impacted those earning over £100,000. We at Barnes Robertson work alongside high earning professionals, providing specialist guidance and advice.
As well as providing initial advice, we will continue to review your financial objectives on a regular basis to ensure your arrangements remain suitable and up to date. We will also keep you up to date on any budget or tax changes and provide access to the latest market and economic news via our E-Briefing service.
Our specialist services include:
- Strategies for effective pension input
- Mitigating tapered pension annual allowance
- Management of pension lifetime allowance
- Tax health check
- Tax advantaged investments
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Please contact us for more information