Tax avoidance hots up
The past few years have seen HMRC strengthen its…
Our online portals are designed to help you plan your finances for yourself. We have put together a selection of tools that will enable you to make calculations, give you up to date information on a range of products and services and even apply for products directly. Not only will these tools give you a clear and unbiased insight in financial areas, but they will also help to reduce the costs that can be incurred when paying for a financial planner.
Click on each title to take you to the relevant area of our website:
A no-nonsense guide to Cash and Stocks and Shares ISAs, that will give you all of the general information that you will need.
We have put together a number of calculators that will help you manage your finances more easily. These include:
Everything from ISAs and Inheritance Tax to Trust Funds and Salary Sacrifice.
The tools and information detailed here have been collated by the team of Efficient Portfolio and its affiliates. At no point is advice given.
Efficient Portfolio Wealth Management Ltd. is authorised and regulated by The Financial Services Authority (522512). Registered in England No. 7194008. Registered office; Seaton Grange Offices, Grange Lane, Seaton, Uppingham, Rutland, LE15 9HT. Non Regulated and generic work, including tax planning and wealth protection is undertaken by Efficient Portfolio Ltd. Registered in England No. 5812385. Registered office; Seaton Grange Offices, Grange Lane, Seaton Uppingham, Rutland, LE15 9HT.
Any future advice will be provided through this company following the agreement of terms. The value of investments and the income produced by them can fall as well as rise.
The information detailed here is based on our understanding of the legislation, regulation and precedents at the time of presentation. No liability can be taken for errors and omissions. The information given here does not constitute advice under the terms of the Financial Services act. No liability can be taken for actions taken based on the information given .
Full details of our terms of business will be provided to you prior to a first meeting. Written recommendations will be provided based on your specific circumstances in The Wealth Management Plan.