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How you can beat the 60% tax trap

12/01/2024 / St. James's Place News

If you’re a higher-rate taxpayer, you might end up paying more tax than you bargained for. If you’re earning between £100,000 and £125,140, the tapering of the personal allowance means you could end up paying 60% tax.

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Using pensions & ISAs to reduce your tax bill

Although the Government has pledged not to raise taxes for working people, many of us will face higher tax bills as a direct result of the Autumn Budget. So it’s more important than ever that you make the most of the tax savings opportunities of pension and ISA allowances.

What do we mean by ‘systematic investing’?

Historically, most investors putting their money into a fund have had two options. Each approach has its own pros and cons, and we believe both have a role to play in a well-diversified portfolio. We can combine the two in our investment solutions, while also using options that sit somewhere between them. One of these options is active systematic investing.

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