Call Richard Cook: 07770 575 122

email: richard@theinvestmentandretirementcoach.co.uk

Wipe out your entire higher rate tax liability for 2017/2018 – Find out if you qualify

Let’s cut straight to the chase. This is not for everyone. It is only worth exploring further if you can answer “YES” to ALL of the following questions:

  • Do you pay higher rate tax on earned income?
  • Are you age 50 or over?
  • Do you already have medium term investments/savings?
  • Do you expect to revert to paying only basic rate tax at some time in the next 10 years?

If you answered “YES” to all four questions this is certainly worth exploring. It is not something your accountant will talk to you about because the chances are that he will not have the appropriate authorisation, but I can assure you it is 100% legal.

A blog of this nature is not the right place to go into details so if you are interested just send me an email with “Richard, do I qualify?” as the subject and I will email you the link to the full report.

There have been some suggestions that the 22nd November Budget may change the rules so if you are interested please don’t delay.

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This document and our on going services are not personal advice. We'll give you all the help and guidance you need to make your investment and retirement decisions, but we can't advise you. If you're not sure whether you need regulated financial advice we can put you in touch with a suitably qualified and experienced regulated adviser. Because we are not regulated by the Financial Conduct Authority you will not have access to the Financial Ombudsman Service in respect of any complaints. If you use one of the "no advice" on line services to handle investment transactions they will be Regulated and you will have access to the Ombudsman and The Financial Compensation Scheme in respect of their services. The value of investments/pension plans can fall or rise depending on market performance. The Retirement Team and The Investment and Retirement Coach are trading names of Capture Success Ltd Reg No 01825075 Tel 07770575122

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