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Worried about tax?

Make the most of your allowances, wrappers, and more.

Understand your tax liability for this year and those to come.

Tax planning is key to keeping more of your hard-earned money in your pocket and working for you! By employing a tax-saving strategy, you can maximise your income, boost savings, and stay on track to hit your financial goals faster. From deductions to deferrals, we can help you make the most of every opportunity to grow your wealth. It’s all about making tax-savvy choices today for a secure and prosperous tomorrow

Your retirement calculator

Look at what your investments could be worth in the future! As always, the key to investing is creating good habits. Pay yourself first, invest regularly, and understand that investments go up and down.

Choose a Portfolio:

Cautious

3% annual growth, low volatility.

Balanced

6% annual growth, moderate volatility.

Growth

8% annual growth, moderate volatility.

Adventurous

10% annual growth, higher volatility.

Investment talk

14 May 2025

Read time: 12 minutes

Using ISAs as an American in the United Kingdom

What are ISAs and why do they matter Individual Savings Accounts (ISAs) are brilliant. Truly brilliant. UK residents can take advantage of compound interest in the most tax-efficient manner; contributing up to £20,000 annually which will subsequently grow free from

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Investment talk

24 Oct 2024

Read time: 5 Minutes

What The Rearview Window Tells Us

Forgive the silly title. We drive looking forward through the windscreen, so to speak, but we need our mirrors to avoid getting hit from behind. Someone once told me the reason the windscreen is bigger than the mirror is that

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Investment talk

29 Aug 2024

Read time: 6 Minutes

Commercial Property v Infrastructure

A properly diverse portfolio contains assets that are less correlated than bonds and equities. Traditionally, commercial property funds have provided a significant element of this diversification. I have argued for over a decade that infrastructure is less risky than these

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Get in touch

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Phone: 020 3633 6317

Email: enquiry@pwmsolutions.co.uk