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.
How much can you save tax free this year?
Summary of products that will help you become tax efficient
Make sure you know how to get the best tax rates for your family
We can help maximise the potential of your pension
Final Salary pension? Learn how it will work best for you
Learn how you can take an income during your retirement and compare your options
Make the most of tax free interest savings
Life insurance is important, we can help if you aren't already covered
How do bonds work and how can they benefit your finances?
Make sure your excess cash is secure and managed efficiently
Have you invested in other assets and equities to secure lump sums?
We explain all about enterprise investment schemes and venture capital trusts
Download a quick reference guide of the latest budget