Tax year end planning.


As we approach the end of the current tax year(ending 5th April 2024), now marks the perfect time to review, and where appropriate utilise, the full range of tax advantages and investment allowances available.

When deciding where to save, there are numerous key tax relief opportunities to consider, however, it is important to remember that the most suitable option will be based on your individual circumstances - please contact your DAM advisor if you have any specific queries. 

Click on the documents below to read more about some of the tax planning opportunities available, as well as the 'tax trap' once income exceeds £100,000 and what you can do to mitigate this. 




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Education & Learning.

Awash with financial technicalities and complicated terminology, the financial industry is renowned for its jibber jabber, which can be off-putting for many. But we want that to change.

That’s why we have developed our education and learning centre, offering clear and useful information on a range of popular financial topics - from pensions, savings and investments, through to protection and mortgages. Go online and explore our range of topics at your leisure. 
 

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Video Library

Ever found yourself zoning out when someone starts to talk finances? Nodding off when someone goes on and on about money? Don’t worry we have too.

Our video library aims to combat that by delivering financial guidance in a short and sweet way. Our DAM advisors explore a range of popular and relevant financial wellbeing topics in a precise video format. From pensions to savings through to health and protection, we cover it all.


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Tools & Calculators.

 

 

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Latest blog posts.

10 Mar 2022

Remaining alert against financial fraud

Despite the continuous efforts of banks and financial institutions to thwart the attempts of fraudsters, the rate of financial fraud is still increasing. Latest figures show criminals have stolen £753.9 million through fraud in the first half on this year, a 30% increase from 2020.
Read more
11 Aug 2021

The Gender Pension Gap

It is extremely likely that you will have heard of the gender pay gap, but have you heard of the gender pension gap?
Read more
7 Jul 2021

Quick & Easy Comes at a Cost: The Dangers of Pay-day Loans

Why is it that it's always on the month you already feel strapped for cash that the boiler decides to break, or your car is due its MOT? Naturally, many people have considered a pay-day loan as a solution to their short-term money problems. Pay-day loans are easily accessible thanks to their quick application process and minimal credit score checks- but are they really a good idea?
Read more