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Making 2022 a less taxing year: Coleridge Wealth Management

As 2022 makes its grand entrance next week, use tax reliefs and allowances to help secure your financial future and inheritance you leave to your loved ones. ....

United Kingdom , James Cridland , Coleridge Wealth , Inheritance Tax , Wealth Management ,

Making 2022 a less taxing year: Coleridge Wealth Management

As 2022 makes its grand entrance next week, use tax reliefs and allowances to help secure your financial future and inheritance you leave to your loved ones. ....

United Kingdom , James Cridland , Coleridge Wealth , Inheritance Tax , Wealth Management ,

financial advice about ISA investments from Coleridge Wealth


James Cridland, director of Coleridge Wealth Management.
- Credit: Coleridge Wealth Management
Investing your ISA allowance early in the tax year can prove rewarding over the long term, says finance expert James Cridland, director of Clevedon-based company Coleridge Wealth Management. 
Some people have a habit of waiting until towards the end of the tax year (which is April 5) to use up as much of their ISA allowance as they can. However, by paying in as much as you are able to early in the tax year, you give your money a far better chance of working as hard as possible for you.  ....

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Clevedon-based Coleridge Wealth benefits of financial advice


James Cridland
- Credit: Coleridge Wealth Management
New research shows sound financial advice boosts confidence and emotional wellbeing  
Financial advice is more important than ever, says finance expert James Cridland, director of Clevedon-based Coleridge Wealth Management. 
Not only have changes in pensions and financial regulation placed more responsibility for planning retirement income into the hands of individuals, but the coronavirus pandemic has also reminded us all of how unforeseen events can rock the foundations of what we had thought was a stable financial footing. 
The financial benefits of taking advice are well-documented. Research undertaken by the International Longevity Centre UK (ILC) in 2019 showed those who take advice are on average £47,706 better off in retirement than those who don’t ....

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