Tax Allowances

Make the most of your tax allowances

As well as deciding what to invest in, think about how you’ll hold your investments. Some types of tax-efficient account mean you can normally keep more of the returns you make.

It’s always worth thinking about whether you’re making the most of your tax allowances too. You need always to bear in mind that these tax rules can change at any time, and the value of any particular tax treatment to you will depend on your individual circumstances.

Your adviser will help you understand this and refer you to other professional services specialists if required.

To find out more please see our latest guides to tax planning on our News & Insights Section

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The value of investments can fall as well as rise. You may not get back what you invest.

Past performance is not a reliable indicator of future results and targets are not guaranteed.