The 28th of February is around the corner, and it is time to be strategic and tax savvy. Open a new or top up your existing Fairtree Retirement Annuity and / or Fairtree Tax-Free Savings Account and maximise your tax benefits for this tax year. How to make the most of your tax benefits Tax-Free …
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5 Tips to help you set great financial habits for your 2020 Most initiatives begin with the best intentions in mind. As people, our desire is to do well, to succeed and do the best that we can. The key to actually obtaining this is ‘Consistency and Discipline’. Good intentions always get tested and …
It is that time of year again, tax year-end is on its way. 2021 tax year runs from 1 March 2020 to end February 2021. This is a friendly reminder to make your additional contributions to your Retirement Annuity’s and Tax Free-Savings Investments if you wish to maximise your tax benefit for this tax-year. To …
2021 is now a month underway, with high hopes of this year being better than the last. With so much happening in the world, what should we do from an investment perspective? We have a few pointers and a live illustration of Do’s and Don’ts that will hopefully help our clients to stay watchful and …
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