Moneywise Investments PLC

12/08/2024

https://mailchi.mp/027d6cb6ba35/cover-the-good-days Cover the Good Days!

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10/07/2024

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Moneywise Investments Plc – Authorised andRegulated by the Financial Conduct Authority. Head Office 442 Romford Road,Forest Gate, London, E7 8DF. Co registration Number 01358056. Data ProtectionLicence Z6825468. FCA No. 131366

01/05/2024

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01/05/2024

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01/05/2024

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18/04/2024

My service which helps clients to be financially well organised and to achieve and maintain financial independence
Pankaj Adatia

02/02/2024

As the tax year draws to a close, it's time to seize the opportunity to Optimize your finances and save on Corporation Tax. By maximizing your pension contributions before the Tax Year Deadline, you not only secure your future but also reduce your corporation tax liabilities.

Investing in your pension is not just about retirement planning; it's a savvy tax strategy for your business. Take advantage of this Tax-efficient opportunity and pave the way for financial stability and growth.

Don't delay! Act now to make the most of your pension contributions and enjoy the benefits of reduced corporation tax. Get in touch with us today to explore your options and ensure a prosperous future for your business.

Pankaj Adatia

31/01/2024

Inheritance tax is a tax on your estate (property, money and possessions) which is charged on your death. There will normally* be no IHT if your estate is worth less than £325,000, or you leave everything to your spouse or civil partner

This threshold of £325,000 is called the ‘nil rate band’. If you leave your estate to your children or other individuals, IHT will be applied at 40% on anything over the nil rate band. A married couple (or civil partners) can transfer their nil rate bands to each other so that they have a combined nil rate band of £650,000 between them*.

Since 2015 there has been an additional allowance, called the ‘residence nil rate band’ (RNRB), which you receive on top of the existing nil rate band when you pass on your main residence absolutely to your direct descendants (children, adopted and step children, and grandchildren). This allowance is £175,000 for each person which means that for some people there will be no inheritance tax charged on the first £500,000 of their estate (£325,000 + £175,000). For a married couple (or civil partners), this could mean that they could leave a property that is their main residence with a value of up to a million pounds without an IHT charge

If you'd like to discuss your particular situation in more detail, please contact us on 020 8552 5521 Moneywise Investments Plc

21/12/2023

https://mcusercontent.com/bb79c374241cc1a49e618e54c/files/b0f8e4b5-23cf-c7e2-dbad-60d14cdb8f3c/IHT_Tax_Planning_.pdf

09/12/2023

09/05/2023

https://mailchi.mp/c5e6d48ad049/arcus-2y-uk-growth-deposit-plan-rbc09

Despite a recent upturn, the outlook for the stock market still remains uncertain. So how can you invest without risking your money? Where can you get impressive growth potential?

24/04/2023

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