ISA allowance You can invest up to £10,200 in an Individual Savings Plan and take the benefits free of tax.		Capital gains tax allowance This is currently £10,100. If the value of your investments has increased to above that limit this tax year, you might want to consider selling some of them in order to help reduce your liability to future CGT.
Pension allowances Do you have unused allowances for this year and are you aware of the changes in legislation that may affect you next year? This is a topic we’re currently receiving a large number of questions on, as clients are asking us how the changes in the law will affect them.		Inheritance Tax Each tax year you can make a range of gifts and other potentially exempt transfers. These can help reduce the eventual IHT burden on your estate.

Talk to us today to arrange to sit down with your adviser or let us know the name of a colleague or friend who may benefit from our services. Act now to ensure that these allowances are not lost.

To Find out further details or make an appointment with an adviser or call 0207 7762135

© Welbeck Group 2011. Welbeck Group is a marketing term used to describe the collective departments that make up Welbeck Consulting UK LLP, Welbeck Wealth Management Ltd and Welbeck Independent LLP.

Registered in England number: OC328414. Registered Office: Welbeck Group, 4th Floor, City Place House, 55 Basinghall Street, London. EC2V 5DX

Welbeck Consulting UK LLP is an appointed representative of Paradigm Financial Advisers Ltd, Paradigm House, Brook Court, Wilmslow, Cheshire SK9 3ND which is authorised and regulated by the Financial Services Authority. Welbeck Consulting UK LLP may introduce business to Welbeck Independent LLP.