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Tag Archives: Financial Advice Planning

Churchill Wealth Management > News > Financial Advice Planning
Financial planner

Stunned by record tax demand – Financial Advice Planning

16th September 2016 AntonyFinancial Advice, Financial Planning, News0

A Bristol man was stunned to receive a tax demand from HMRC after his tax code was changed – for £14 TRILLION (Financial Advice Planning).

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Important Information: Please remember the value of your investments and any income from them may fall as well as rise and you may get back less than you originally invested.
Please be aware that the impact of taxation (and any tax relief) depends on individual circumstances. Information about tax rules is based upon our current understanding and is liable to change in the future. Accessing pension benefits early may impact on levels of retirement income and your entitlement to certain means tested benefits. Accessing pension benefits is not suitable for everyone. You should seek advice to understand your options at retirement. Equity investments do not afford the same capital security as deposit accounts.
FCA Notice: Churchill Wealth Management Limited is authorised and regulated by the Financial Conduct Authority. Regulations, levels and bases of taxation are subject to change. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. The Financial Conduct Authority does not regulate taxation and trust advice. The FCA’s consumer website can be found at moneyhelper.org.uk. FCA number 670373.
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  • Clifton Office

    Tel: 0117 923 7652

    Email: enquiries@churchillwm.co.uk

    Address: 13 Alma Vale Rd, Bristol BS8 2HL, United Kingdom

    Find us on a map »

  • Home
  • About Us
  • Our People
  • IFA Bristol
  • Investment Management Service
    • The Financial Planning Process
    • Investment Process
    • Multi Asset Portfolios
    • Investment Review
    • Investment Products
  • Pension Advice
    • Your Circumstances
    • Personal Pensions / SIPPs
    • Pension Consolidation
    • Pensions in Divorce
    • Death Benefits
  • Estate and Trust Planning
    • Family Controlled Trusts
    • Personal Insurance and Protection
    • Our Trust Solutions
    • Estate Planning Summary
  • Charities
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