L J Taffetsauffer Wealth Management

Partner Practice of St. James's Place Wealth Management

Critical Illness

How I helped a family receive a large lump sum for a Critical Illness claim.

Pension seesaw

Planning your retirement together can result in considerable tax savings.

Family Planning

Protecting the family with suitable life insurance, critical illness cover and income protection

Savings Allowance

If you have £100,000 of bank deposit savings, how much tax would you pay on interest earned of £1,000?

ISAs

Any income received from an ISA is free of UK income tax… Any growth incurred from an ISA is free of UK capital gains tax

Budgeting

How do you create wealth? Well you need to start with your budget