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Be inspired every day with Living North
Newcastle Building Society Financial Advisor Daryl, Newcastle Financial Adviser
March 2023
Reading time 10 minutes

Make the most of your tax free allowances before 5th April

We know finances may be stretched right now and we'd like to help. Find out how Newcastle Financial Advisers can make your money work harder for you.

Five great ways Newcastle Financial Advisers can help you this tax year end.

1. A service that’s open to everyone
However much money you have and whatever your plans may be, you’re welcome to ask for advice – there’s no minimum investment required and you won’t pay anything unless you decide to take us up on our advice.

2. Savings and investments
Make the most of your £20,000 ISA allowance. Products such as Stocks & Shares ISAs are a great step towards achieving your long-term goals.

Junior ISAs allow a yearly £9,000 contribution with no Income or Capital Gains Tax to pay on growth or any dividends payable.

3. Retirement planning
Get the full benefit of the tax efficiencies which pensions bring. The steps you take now could help with providing the lifestyle you want in later life.

4. Passing on your wealth
Using gifting allowances before 5 April could help reduce the amount of inheritance tax your children or grandchildren may have to pay when you die by reducing the value of your taxable estate.

5. Trustworthy advisers you can always reach
In branch, telephone and video chat options mean there’s always a way to give your financial planning the attention it deserves.

Granparents and Garndchild
Get in touch today

If you're ready to make your money work harder, get in touch to arrange an initial meeting where we can discuss your current situation, financial goals and objectives and explain how the process works.

Visit your local branch today or call 0345 600 4330 to find out more.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

Approved by The Openwork Partnership on 26/01/2023.

Newcastle Building Society introduces to Newcastle Financial Advisers Limited for advice on investments, pensions, life and protection insurance, and inheritance tax planning.

Newcastle Financial Advisers Limited are an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Newcastle Building Society Principal Office: 1 Cobalt Park Way, Wallsend, NE28 9EJ. Newcastle Building Society is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Newcastle Building Society is entered in the Financial Services Register under number 156058. You can check this on the Financial Services Register or by contacting the Financial Conduct Authority on 0800 111 6768. Call 0345 734 4345 or visit us online

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