Book a free discovery meeting

call: 01422 349 131

email: info@iftwm.com

Are you making use of unused annual pension allowances?

2018 to 2019 could be the last tax year it may be possible for high earners to use a carry forward allowance of £40k.

If you haven’t contributed your full tax-relieved allowance into your pension for the past three tax years, you could be eligible to top up this year.

Our chartered financial planners are well versed in the ins and outs, so please don’t hesitate to contact us to find out whether you are eligible. The rules can be complicated, to say the least, particularly if you are self-employed.

 

 

 

Download our brochure

Download our brochure to read about the 7-step approach we take to make sure you have the financial capacity to live life to the full:

Would you like to have a conversation?

Have a question, or want an initial conversation about your finances? Call us on: 01422 349 131, email us on info@iftwm.com or use the form below to send us a message and we’ll contact you for a chat.

You voluntarily choose to provide your personal details via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details or services in writing or by telephone.

Email communications are not secure and for this reason Investing For Tomorrow cannot guarantee the security of the email, its contents or that it remains virus free once sent.

The Financial Ombudsman Service settles individual disputes between consumers and businesses that provide financial services. You can learn more about them and how to contact here: www.financial-ombudsman.org.uk

The Data Protection Act of 1998 was superseded by the Data Protection Act 2018 (DPA 2018) on 23 May 2018. The DPA 2018 supplements the EU General Data Protection Regulation (GDPR), which came into effect on 25 May 2018. The GDPR regulates the collection, storage, and use of personal data significantly more strictly. Please view our privacy policy to see how we store and use data.

call us: 01422 349 131

email us: info@iftwm.com

Investing For Tomorrow
Suite K1, K Mill,
Corporation Street,
Dean Clough Mills,
Halifax, HX3 5AX

Office accessibility

IFT Wealth Management Ltd is an independent financial advice firm authorised & regulated by the Financial Conduct Authority No. 828270, trading as Investing for Tomorrow.

Registered in England and Wales No. 07325816

Registered address: Spring Lea, Ovenden Wood Road, Halifax, West Yorkshire, HX2 0TQ

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