Easing the tax burden

As Senior Corporate Executive you need to look at all the ways in which you can increase your tax-efficiency and reduce your tax liability wherever possible.  

If you earn over £125,140, you will share your income, over and above this level, almost equally with HM Revenue & Customs (HMRC) through their income tax liability. 

In addition, you’ll effectively be paying tax at 60% on any income between £100,000 and £125,140 (for the 2023/2024 tax year). 

It is clear to see the value of expert financial advice on easing your tax liability. 

During our regular reviews, we will check that you’re maximising your ISA and Capital Gains Tax allowances. We will discuss your future life goals and plans for retirement, so that we can create a personal financial plan that gives you the control and the confidence in your financial future.  

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount initially invested. 

The levels and bases of taxation and reliefs from taxation can change at any time and are generally dependent on individual circumstances. 

Got a question?

If you would like to speak to us about a particular issue or wish to find out more about the specialist advice services we offer around tax, please get in touch.