Cashing the entire pot on first access could lead to missing out on potential investment returns and tax benefits. Leaving some funds in the pension could lead to better financial outcomes. Are you supporting your members in make better decisions? Find out more about how you can do this. https://bit.ly/4cqSsiN
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Helping clients plan for the now and the future | Top 100 New Model Adviser | CERTIFIED FINANCIAL PLANNER™ - Savings - Pensions - Tax Efficiency - Protection - Retirement & Inheritance Tax Planning
How can you swap £36,000 of net income for a £60,000 investment? This is the type of financial advice that is part of the financial planning we discuss with clients. It's a discussion and part of wider planning because it won't be right for all those it is available to, but there are others that have been missing out. A higher-rate taxpayer making a pension contribution might also be able to give you the answer. https://lnkd.in/gRqeAdwg
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Are you aware that holding your investments in an ISA can help you avoid capital gains and dividend taxes? At AMF, we can help you get a better understanding of contributions, withdrawals, and tax advantages of investing in different products. If you have any questions, don't hesitate to contact me. #WealthManagement #Investment #ISA #Pension
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Are you aware that holding your investments in an ISA can help you avoid capital gains and dividend taxes? At AMF, we can help you get a better understanding of contributions, withdrawals, and tax advantages of investing in different products. If you have any questions, don't hesitate to contact me. #WealthManagement #Investment #ISA #Pension
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Are you aware that holding your investments in an ISA can help you avoid capital gains and dividend taxes? At AMF, we can help you get a better understanding of contributions, withdrawals, and tax advantages of investing in different products. If you have any questions, don't hesitate to contact me. #WealthManagement #Investment #ISA #Pension
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🏠 Holiday Lets vs Buy-to-Lets: What You Need to Know! 🏠 Confused about property investments and how they impact your pension and tax? Our latest blog breaks down the crucial differences you should be aware of. Get the facts, make smarter investment choices. 👉 https://lnkd.in/eBgHakDt Need advice? Contact us at Kudos. 📞
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🏠 Holiday Lets vs Buy-to-Lets: What You Need to Know! 🏠 Confused about property investments and how they impact your pension and tax? Our latest blog breaks down the crucial differences you should be aware of. Get the facts, make smarter investment choices. 👉 https://lnkd.in/eBgHakDt Need advice? Contact us at Kudos. 📞
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In today's high-cost world, you need a WINNING strategy to make your money work harder for you. 🏆 Here are three powerful ways to maximise tax benefits while growing your wealth. ⬇ 1⃣ - Borrow to Invest Borrowing for investments means tax-deductible interest. Consult an advisor for risks. 2⃣ - Boost Super Contribute up to $27,500 pre-tax into your super fund. Enjoy tax benefits for long-term retirement savings. 3⃣ - Expert Advice Seek tax-deductible advice, like quantity surveyors who reduce property tax and fees. #duotax #property #propertyinvesting #taxdeductions #tips
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Mastering Tax Planning - From knowing your deductions to maximizing business expenses and exploring retirement contributions, these strategies can help you navigate the complex world of taxes and keep more money in your pocket. Seek professional advice and leverage tax credits to optimize your tax planning efforts. Follow Azuke Global for financial literacy and consultation. **Disclaimer** : Investment in securities market are subject to market risks. Read all the related documents carefully before investing. #finance #people #money #financialfreedom #finances #financialadvisor #azukeglobal #financialliteracy #financialadvice #financialgoals #financialeducation #financialindependence #financialanalyst #financialjourney #investing #financialsolutions #elss #tradingtips #financialplanner #investinyourfuture #internationalfinance
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The deadline is knocking at the door! Invest in NPS with UTI RSL and maximize your tax savings before it's too late. Click here to start investing: https://lnkd.in/dkwT7xpM #UTIRetirementSolutions #NPS #Investment #RetirementPlanning #RahoRetirementReady #TaxSaving
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Wondering where to allocate your funds? Consider your overall strategy and the tax implications. Debt, similar to preferred equity, is usually considered regular income, making it advantageous for retirement accounts due to tax perks. On the flip side, direct investments or those through an LLC might mean higher income tax rates. Equity, however, brings its own advantage—it follows a different tax approach. You enjoy the benefits of depreciation, potentially deferring taxes until the property is sold. Want to learn more? Follow us for more insightful information! #TaxAdvantages #InvestmentStrategies #RetirementPlanning #IncomeTax #DirectInvestments #LLCInvesting #EquityAdvantages #TaxStrategies #DepreciationBenefit #TaxDeferred #FinancialDecisionMaking #WealthBuilding #AssetManagement #TaxEfficiency #RealEstateInvesting #SmartInvesting
