Happy New Year
Time to take a fresh look at your finances

Can you answer these ten finance questions correctly?

Take the challenge now to see if you can get ten out of ten. Let’s see if your financial knowledge is of Galbraith or Trump proportions. The answers to the ten questions can be found on this website.


This quiz is just for fun. 

These ten questions cover aspects of financial and wealth management – from tax to ISAs. Get ready to give your brain a fun boost and you might even learn a thing or two. Of course, if anything comes up that you would like more help with, give us a call on 01375 656020.

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1 - True or false? You can give away up to £3,000.00 a year, as well as making any number of small gifts up to £250.00, as part of your Inheritance Tax Planning (IHT), if you survive for seven years after giving.
2 - Under the rules and allowances of 2021/22, how much income is tax free?
3 - How much of any capital gains you make is tax free?
4 - Assuming no allowances have already been used, how much of your estate is free of Inheritance Tax?
5 - Assuming no allowances have already been used and your estate is being left to lineal descendants, how much of your estate is free of Inheritance Tax?
6 - How much of your dividend earnings is tax free?
7 - For businesses with profits of £50,000.00 and less, what is the tax rate payable?
8 - How much interest can you earn on personal savings if you pay income tax at the basic rate?
9 - What is each person’s ISA allowance for this tax year (2021/22)?
10 - What is the 2021/22 Lifetime Pension Allowance?

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.


The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.

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