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Welcome to EJ Financial Limited

Impartial Investment, Pension and Tax Planning

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01892 234884

info@ejfinancial.co.uk

  • Stockmarket
  • Tax Planning
  • Retirement Planning
Stockmarket1 Tax Planning2 Retirement Planning3
  • Stockmarket
  • Tax Planning
  • Retirement Planning

Financial Information

Video - 'Understanding the Stock Market'

Video - 'Learn how pensions and active portfolio management work'

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ISA Information

Cash ISAs vs Stocks and Shares ISAs. ISAs generate tax free income and may be used to minimise the tax on your retirement income....

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Inheritance Tax (IHT)

Inheritance Tax is the only tax that is voluntary. Most people pay IHT for one of two reasons; a) they do not trust their children or b) they do not plan ahead....

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Additional Nil Rate Band (ANRB)

For properties worth up to £2M in value, an additional £350,000 allowance per couple may be claimed if the correct procedure is used....

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Capital Gains Tax (CGT)

We would use your CGT exemption each year and reset the ‘clock’ to zero each March so that you never have to pay this tax. There are also other ways of ‘deferring’ CGT to death, when CGT dies with you....

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Personal Tax Allowance

Are you using all of your personal tax allowances; personal tax nil rate; dividends; marriage allowance; savings allowance; tax free interest allowance, pension tax relief....

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Cash Savings & Tax

All interest payments from banks and building societies are now paid gross and you may also have a tax free allowance....

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EJ FINANCIAL LTD
2nd Floor • Johnsons Building • The Broadway • Crowborough • East Sussex • TN6 1DE

01892 234884020 3657 907907484 138682

EJ Financial Ltd. Registered in England and Wales No 9370740
Authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No 670594 at www.fsa.gov.uk/register.

The Financial Conduct Authority does not regulate taxation and trust advice.

The value of your investment can go down as well as up and you may get back less than you have invested.

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

NOTE: None of the above constitutes advice, always consult a professional adviser before making any investment decisions.

Please talk to Ted on 01892 234884 for further information.


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Independent Financial Advisor
Financial Review & Planning • Pension Contribution Planning • ISA Contribution • Pension Freedom Advice • Protection
Investment Portfolio Management • Tax Planning • Retirement Planning • Trust Investment • Portfolio Reviews

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