Angela Millar Wealth Management Ltd

Angela Millar Wealth Management Ltd Providing expert financial advice to help you maximise wealth, protect against risk and plan for ret

If your income if over £100,000 the rate of Income Tax you pay will be impacted by the gradual removal of the £12,570 pe...
26/03/2025

If your income if over £100,000 the rate of Income Tax you pay will be impacted by the gradual removal of the £12,570 personal allowance. Here are three things to consider.

The Capital Gains tax free allowance for 2024/25 is £3,000. How can you make use of your personal allowance before it is...
19/03/2025

The Capital Gains tax free allowance for 2024/25 is £3,000. How can you make use of your personal allowance before it is reduced?

You may be wondering whether it is better to save into an ISA or a pension for retirement. The main difference is tax re...
12/03/2025

You may be wondering whether it is better to save into an ISA or a pension for retirement. The main difference is tax relief and when funds can be drawn. So, how do they compare?

The government has frozen Inheritance Tax thresholds until 5 April 2030. This is often described as a 'stealth tax' by t...
05/03/2025

The government has frozen Inheritance Tax thresholds until 5 April 2030. This is often described as a 'stealth tax' by the government.

ISAs have proved one of the most popular ways to save since they were introduced in 1999. If you had used your full ISA ...
28/02/2025

ISAs have proved one of the most popular ways to save since they were introduced in 1999. If you had used your full ISA allowance, you would have put away over £350,000!



The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

An investment in a Stocks & Shares ISA will not provide the security of capital associated with a Cash ISA.

The favourable tax treatment of ISAs may be subject to changes in legislation in the future.
SJP approved 13/1/2025

04/04/2024

⏰ Avoid Tax Year End Mistakes - Don't wait until the last minute to plan for Tax Year End! Start early to navigate the complexities of tax planning and ensure you've covered all bases.

03/04/2024

🗓 As we approach the end of the tax year, a friendly reminder to seize the opportunity and optimize your ISA allowances for maximum tax benefits! 💼If you haven't done so already, now is the perfect time to make sure you're making the most of your ISA allowances. 📈

Let's work together to ensure your financial goals align with smart, tax-efficient decisions. 🚀Don't miss out on potential savings—let's make this tax year end with a strategic financial win and contact me today! 💰

The value of your investment can go down as well as up. You could get back less than you invested.

Taxation rules can change at any time and are dependent on individual circumstances.



Angela Millar Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.
SJP Approved 16/11/2023 / 05/04/2024

02/04/2024

Big or small budget, Tax Year End matters! 📆 It's not about the amount you have, but how wisely you use it. Take a moment to discover the best ways to make your money work for you!

28/03/2024

📆 Are you prepared for Tax Year End on April 5th? Hear from Claire Trott, Retirement and Holistic Planning Divisional Director at SJP, on ensuring you're financially prepared for the new year ahead!

ISA or Pension? Which is better for retirement?The short answer is that you can do both, it doesn’t need to be an ‘eithe...
26/03/2024

ISA or Pension? Which is better for retirement?
The short answer is that you can do both, it doesn’t need to be an ‘either/or’ choice.

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Chancellor Court, 21 The Calls
Leeds
LS27EH

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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