01628 480200 enquiry@ajwealth-management.com Home About Us Our Services Active Portfolio Management Finance News Knowledge Centre Contact Us Knowledge Centre As a heavily regulated industry, managing your finances must meet certain criteria and rules in order to remain compliant. At A&J, we have a dedicated team researching the ever changing legislation that impacts our role and how we manage your money, enabling us to provide the most proficient service to our clients. We have consolidated some of this information into factsheets for your reference and information, please click through to the relevant sections for you. Tax Allowances How much can you save tax free this year? Products for Tax Planning Summary of products that will help you become tax efficient Inheritance Tax Solutions Make sure you know how to get the best tax rates for your family Defined Contribution Pensions We can help maximise the potential of your pension Defined Benefit Pensions Final Salary pension? Learn how it will work best for you Annuities vs Drawdown Learn how you can take an income during your retirement and compare your options ISAs Make the most of tax free interest savings Protection Life insurance is important, we can help if you aren't already covered Offshore Bonds How do bonds work and how can they benefit your finances? Cash Make sure your excess cash is secure and managed efficiently Asset Classes Have you invested in other assets and equities to secure lump sums? EIS / SEIS/ VCT We explain all about enterprise investment schemes and venture capital trusts Spring Statement 2019 Download a quick reference guide of the latest budget © 2021 A&J WEALTH MANAGEMENT LTD A&J Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register, no 428590, at www.fca.org.uk/register Registered in England, Company no: 5105933. Registered Head Office: Sawfords, Bigfrith Lane, Cookham Dean, Maidenhead, Berkshire SL6 9PH Click here to view or download our Privacy Notice. Accept Decline All Cookie Settings We use cookies and similar technologies to enable services and functionality on our site and to understand your interaction with our service. By clicking on accept, you agree to our use of such technologies for marketing and analytics.See Privacy Policy