Tax Refunds and Independant Financial Advice

Two benefits to help you make the most of your money:

  • a free assessment to see if you've paid too much tax, if you're entitled to a tax refund and help to claim it back if you are
  • independant financial advice to help ensure your finances are on track, with an annual financial review

 

 

TaxRefundCo

Nearly half of PAYE taxpayers have paid too much tax in the last 6 years, and Unison partners, the Tax Refund Co, are there to help you get it back.  To take a free, no risk tax healthcheck, have a look at the company's website for more details and register today.

Frizzell

It's important to check whether your money is working as hard as it could be.  An annual review with one of the Financial Advisers from Lighthouse Temple, Frizzell's chosen provider of independent financial advice, will help you to ensure that your finances are on track.  They can provide guidance on your pension, savings and investments and show you how to reduce any potential inheritance tax liabilities.  And, because they are not tied to any single provider, they can search the whole market to identify the most suitable product for you.  Visit Frizzell's website for more information and the number to call to arrange a financial review.