ISAs explained – This Guide was written by Ant Tomlinson 29th October 2019 What are ISAs? An Individual Savings Account, or ISA, is a tax-efficient approach to set aside or invest your money. You don’t pay Capital Gains Tax or Income Tax on any of the money you earn, therefore any interest or returns you …
Guide to High Net Worth investment tax mitigation strategies 2020 / 2021 For High Net Worth (HNW) individuals, tax-efficient investing is a crucial component of financial planning. With those on higher incomes in the UK facing high tax rates on both capital gains and dividend income, the difference between pre-tax and post-tax investment returns can …
High Net Worth (HNW) tax mitigation strategies 2020/2021 guide Read More »
Financial Advisers Individual Savings Account (ISA) Guide The UK government introduced ISA’s on 6th April 1999 replacing the personal equity plan (PEP) and tax exempt special savings accounts. The maximum annual amount per individual per tax year is £20000. High Net Worth The relevant types to HNW are arguably Cash and Stocks and Shares (Equites) …
We’re very proud of winning this award, for the second year running, which recognises not only the growth of our Network over the past year, but also our continued commitment to providing quality face-to-face advice.
We’ve always known that we have the very best advisers in the market – and we’re delighted that winning this award underlines that.
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Halcyon Wealth Ltd is registered in England and Wales. Companies House No. 10311380. Halcyon Wealth Ltd registered office: 68 Lombard Street, London EC3V 9LJ Telephone 0207 868 2891. Halcyon Wealth Ltd (Financial Conduct Authority No. 758949) is an Appointed Representative of Quilter Wealth Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority.
