Robyn Aubrey Wealth Management Ltd

21/02/2023

Planning for Tax Year End

Tuesday 21 February 2023 at 12.00pm – 1.00pm
Join our guest speaker Tony Wickenden, a taxation expert for St. James’s Place as he reviews the end of a tumultuous tax year.
Tony will examine the (much changed) tax context in which your financial planning takes place and outline the opportunities that can arise from informed advice and insightful planning, both for investors and business owners.

Register Here - https://sjp-co-uk.zoom.us/webinar/register/WN_AC8nvaAvSymgoSsWRDU5qA

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.

Robyn Aubrey Wealth Management Ltd 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.

16/01/2023

This year more than ever, making the most of your 2022/23 annual allowances and tax reliefs before tax-year end is one of the most practical steps you can take to tackle those tax rises, and bring your tax bill down.

No matter what your personal circumstances are, this cost-of-living crisis is beginning to bite. Although some of us may have more of a buffer against rising inflation, energy bills and interest-rates, the longer-term impact on our financial wellbeing is making for sleepless nights.

Using up your personal allowances helps to make the most of your investments, meet your outgoings, and lays the right foundations for your financial future.

These are the ‘big four’ personal allowances not to miss out on

03/10/2022

Robyn Aubrey Wealth Management LTD Would be delighted if you could join us to our launch event to celebrate moving in to our new premises. This is a great opportunity to see the newly refurbished Newport Market, to hear from some fantastic guest speakers and learn a little more about how we are helping our clients in many different ways.

Refreshments and Food will be provided which will be sourced by one of the local vendors of the market. This is a vibrant and thriving market & I really hope you can join us.

Robyn Aubrey Wealth Management Ltd 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).

https://www.eventbrite.com/e/launch-event-of-robyn-aubrey-wealth-management-ltd-tickets-401632893797

Join us at our launch event in our brand new premises - Newport Market!

14/09/2022

Beautiful thank you gift from my mortgage clients that have just moved in to their lovely home 🏡 "A massive thank you for all your help to get our perfect home" 😊 I am so pleased that I could help this lovely family achieve their goal of moving to a bigger home!

13/06/2022

I am very excited to be sharing this today with you all.
I’m finally settled into my new office at Newport Market

They have done a fantastic job of renovating a listed building and brought life back to Newport!

To introduce myself I’m Robyn of Robyn Aubrey Wealth Management Ltd and I am a fully qualified financial advisor.

Here’s a little bit of what I do:
- Mortgages- whether that be re-mortgage for a better interest rate, first time buyers getting on to the property ladder or buying a Buy to Let property.

- Investment planning- setting up stocks and shares ISA's, Unit Trusts or Investment Bonds

- Retirement Planning- setting up pensions, finding lost pensions or consolidations, making sure that your in the right place for you to achieve your retirement goals

We all know finances can be overwhelming sometimes and jargon makes it harder to navigate but this is something that I love helping people with.

Keep an eye out for an announcement about a open office day to celebrate the new place, would love to meet you there and talk more about how I can help you.

In the meantime, check out my website or Instagram on the links below.
Instagram - (https://www.instagram.com/robynaubreywm/)
Website - https://robynaubreywm.co.uk/

And if you'd like to book an appointment with me don't hesitate to get in touch!

19/05/2022

Myself and .wm have made the move from our home offices, now settling in nicely to our new office at .market 🎉 give us a call if you'd like to book an appointment with us at our new location

10/05/2022

05/05/2022

Dividend and savings income
Through the Personal Savings Allowance, basic-rate taxpayers can continue to earn £1,000 interest on savings before paying tax in 2022/23. For higher-rate taxpayers, the allowance remains at £500, and for additional-rate taxpayers, it’s zero. The dividend allowance has also remained unchanged at £2,000.

Both allowances have been frozen since 2018/19, limiting the scope to earn tax-free dividend and savings income.

The government has also increased Dividend Tax by 1.25%, which means investors and company directors owning shares in their business will have to pay more on their earnings.Both the freezing of allowances and the higher Dividend Tax underline the importance of seeking our advice to help maximise the use of your tax allowances, such as in ISAs and pensions.
You may wish to review your plans and goals in light of these and other changes.

Robyn Aubrey Wealth Management Ltd 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.
#2022

05/05/2022

Presenting: Keeping it in the family

How to maximise the amount your beneficiaries will gain

Thursday 23 June 2022 16:30 to 17:30
With experts in Inheritance Tax Planning, this client webinar will help you strategically manage your wealth to maximise the amount your beneficiaries gain.

Condensing a wide-ranging subject, this session will assist you with:
• Calculating your liability
• Understanding your allowances & exemptions
• Setting your IHT and estate planning objectives
• The implications of IHT planning
• Investment considerations

Click here to save your virtual seat: https://sjp-co-uk.zoom.us/webinar/register/WN_klMcbEjATQuKQuovxzrS2A

Kind regards,
Robyn Aubrey

Our privacy notice is available on our website which informs you how to opt out if you do not wish to receive any further marketing communications from us.

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.

Robyn Aubrey Wealth Management Ltd 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.

17/04/2022

Happy Easter!

12/04/2022

What is a Tax Wrapper? The term 'Tax Wrapper' refers to a product that can be wrapped around your savings to shelter them from tax. Both ISAs and pensions are commonly referred to as tax wrappers.