Ronnie Christie - 2Plan Wealth Management Ltd

Ronnie Christie - 2Plan Wealth Management Ltd Please note: tax planning is not regulated by the FCA. 2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority.

Working with 2plan Wealth Management, a national advisory firm, I advise clients on a wide range of matters including tax efficient investment, pensions and inheritance tax planning. It is entered on the FCA register (www.fca.org.uk) under reference 461598. Registered office: 2plan wealth management Ltd. 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270

Worried about running out of money whilst retired? Look to secure your financial future through tax-efficient investment...
08/04/2022

Worried about running out of money whilst retired?

Look to secure your financial future through tax-efficient investment and pension planning with the support of a qualified and experienced financial adviser.

To have an initial discussion, without obligation, please contact me on 07720767521.

☎07720767521
📩[email protected]
💻https://ronniechristie.2plan.com

What is pound cost ravaging?Pound cost ravaging is the term given when you withdraw money or liquid assets in a falling ...
01/04/2022

What is pound cost ravaging?

Pound cost ravaging is the term given when you withdraw money or liquid assets in a falling market.

By making withdrawals in a falling market, there can be significant financial implications for long-term investment planning.

To discuss investment planning, please contact [email protected]

📧 [email protected]
🖥️ https://ronniechristie.2plan.com

Understanding a client’s requirements is my top priority. Once these are understood, I tailor my services to provide the...
29/03/2022

Understanding a client’s requirements is my top priority.
Once these are understood, I tailor my services to provide the appropriate advice to meet the client’s needs.
If you are looking for financial advice, please do not hesitate to get in touch with me on:

07720 767521
📧 [email protected]
🖥️ https://ronniechristie.2plan.com

Focus on plans. Not retirement.A study conducted by HSBC showed that those with financial plans accumulated nearly 250% ...
23/03/2022

Focus on plans. Not retirement.

A study conducted by HSBC showed that those with financial plans accumulated nearly 250% more retirement savings than those without financial plans.

Retirement planning can be stressful. To take the stress out of retirement planning talk with 2plan wealth management.



Contact [email protected]

📧 [email protected]

🖥️ https://bit.ly/3iv6PbB

An innovative finance ISA (also known as Peer-To-Peer ISAS) - is an ISA that contains peer-to-peer loans instead of cash...
04/03/2022

An innovative finance ISA (also known as Peer-To-Peer ISAS) - is an ISA that contains peer-to-peer loans instead of cash (as in a cash Isa) or stocks and shares (as in an investment Isa). Peer-to-peer lending matches up investors, who are willing to lend, with borrowers, who could be individuals, businesses, or property developers.
And because you're cutting out a bank by investing your money through an online portal - known as peer-to-peer lenders - you tend to earn higher rates of interest than a traditional savings account.

For more information get in touch on:

📧 [email protected]
🖥️ https://ronniechristie.2plan.com

You can think of a Stocks and Shares ISA as a shopping basket. The investments you put in the basket are up to you, and ...
02/03/2022

You can think of a Stocks and Shares ISA as a shopping basket. The investments you put in the basket are up to you, and the ISA shelters them from UK income tax and capital gains tax.

Each tax year (6 April to 5 April), there’s a limited amount of money you can put in ISAs. This tax year, the ISA allowance is £20,000.
Tax rules for ISAs can change, and their benefits depend on your circumstances.
We will point you in the right direction for your New Year Investments.

If this sounds interesting, get in touch at:

📧 [email protected]
🖥️ https://ronniechristie.2plan.com

The overall limit for ISA contributions in the 2021/22 tax year is unchanged at £20,000.With a Cash ISA:- You’ll earn ta...
28/02/2022

The overall limit for ISA contributions in the 2021/22 tax year is unchanged at £20,000.
With a Cash ISA:
- You’ll earn tax-free interest on your savings.
- You can only open one Cash ISA a year, but it is possible to transfer to another Cash ISA or a Stocks and Shares ISA with another provider during the tax year.
- If you withdraw money from your Cash ISA, you don’t reset your annual limit unless you have Flexible ISA (see below).

For more information, get in touch at:
📧 [email protected]
🖥️ https://ronniechristie.2plan.com

Did you know there are four types of Individual Savings Accounts (ISA)?- Cash ISA-- Stocks and Shares ISA- Innovative Fi...
25/02/2022

Did you know there are four types of Individual Savings Accounts (ISA)?
- Cash ISA-
- Stocks and Shares ISA
- Innovative Finance ISA
- Lifetime ISA

You do not pay tax on:
- interest on cash in an ISA
- income or capital gains from investments in an ISA

If you complete a tax return, you do not need to declare any ISA interest, income or capital gains on it.

For more information, get in touch at:
📧 [email protected]
🖥️ https://ronniechristie.2plan.com

IMPORTANT INFORMATION: Who can open an ISA?You must be:- 16 or over for a cash ISA- 18 or over for stocks and shares or ...
23/02/2022

IMPORTANT INFORMATION:

Who can open an ISA?

You must be:
- 16 or over for a cash ISA
- 18 or over for stocks and shares or innovative finance ISA
- 18 or over but under 40 for a Lifetime ISA

You must also be either:
- resident in the UK
- a Crown servant (for example diplomatic or overseas civil service) or their spouse or
civil partner if you do not live in the UK

You cannot hold an ISA with or on behalf of someone else.
For anyone under the age of 18, Junior ISA’s are available if you want to invest in your Children’s future.

For more information, get in touch at:
📧 [email protected]
🖥️ https://ronniechristie.2plan.com

Great service is something that is integral to the way I work at 2plan, providing a service that is prompt, reliable and...
10/12/2021

Great service is something that is integral to the way I work at 2plan, providing a service that is prompt, reliable and friendly; always centred around you.

If you are looking for financial advice, please don’t hesitate to get in touch with me at: [email protected]

https://ronniechristie.2plan.com

When it comes to investment planning and savings, the right approach is a very personal one and should include a process...
08/12/2021

When it comes to investment planning and savings, the right approach is a very personal one and should include a process to determine which mix of assets to hold in your portfolio.

If you are looking for financial advice, please don’t hesitate to get in touch with me on [email protected]

https://ronniechristie.2plan.com

The number of years or decades you will be investing to achieve a particular financial goal can make a significant diffe...
06/12/2021

The number of years or decades you will be investing to achieve a particular financial goal can make a significant difference.

If you think about it, an investor with a longer time horizon may feel more comfortable taking on a riskier or more volatile investment because they can ride out the inevitable ups and downs of our markets.

For a conversation about risk in the context of investment planning, why not speak with me today? 📧 [email protected]

https://ronniechristie.2plan.com

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Tring
HP235JQ

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