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Tax-Year-End is coming!

  • Oakmere Wealth Management Ltd
  • Mar 11
  • 1 min read

Take control of your financial health for the year ahead, with our Tax-Year-End Planning Checklist for Individuals.


Year-end tax planning serves as an opportunity for you to evaluate your financial health and make informed decisions for the year ahead.


We have put together a checklist which will help you to optimise your tax position, make the most of available allowances and reliefs whilst ensuring compliance with tax laws.


But don’t delay, now is the time to start planning!




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Oakmere Wealth Management Ltd, together with St. James’s Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see our privacy policy which can be accessed below.

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01606 530530

Office address (by appointment only) 14 Warrington Rd, Cuddington, Cheshire, Northwich CW8 2LJ

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Privacy Policy

Oakmere Wealth is an Appointed Representative of and represents only St. James’s Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products.  Oakmere Wealth is a trading name of Oakmere Wealth Management Ltd.

 

The St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.​

 

Oakmere Wealth Management Ltd is registered in England and Wales, Number 7874835. Registered Office: 125-129 Witton Street , Northwich , Cheshire , CW9 5DY.

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SJP approved as at 03/12/2024.

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