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Have you made use of all of your tax allowances this year?  These allowances are provided to us so that we pay the amount of tax expected.  Remember that you only have until 5th April to make full use of those 'use it or lose it' allowances.

 
How Often Should I Meet With a Financial Consultant? PDF Print E-mail
Written by Web master   
Wednesday, 12 May 2004

Its always a good idea to keep in regular contact with your professional financial consultant.  If you have an investment portfolio then arrangements should be made to review the portfolio on a regular basis and certainly every 2-3 years.  We suggest that an overall financial review of your arrangements including what you already have in place, should be carried out particularly if plans were made 7 years or more ago – rules and times change.

 

 

 

Contact us today if it has been too long since your last full financial review...

Last Updated ( Thursday, 15 February 2007 )
 
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