WHY INVEST?

"Money isn't everything, but it ranks right up there with oxygen."

- Zig Zigla

We all need money. But, thanks to inflation, the money in our hands today will be worth less in the future. Inflation erodes our spending power over time. Investing is the key to building wealth intelligently. 

WHAT IS TAX EFFICIENCY?

The Chancellor of the Exchequer delivers the budget every year. Contained within it are tax allowances. Some are well known, others less so. Helping you to utilise them better is our speciality. Already used your ISA allowance? What about using your CGT allowance? There are other allowances & tax reliefs too - we get you using more of yours.  

EXTRACTING YOUR BUSINESS PROFIT

"The United Kingdom is a nation of shop-keepers." - Napolean

He had a point. Like millions more, if you run your own business, it's your shop. And you are taxed on its profits. But many owners are unaware of the most tax-efficient ways to extract business profit using legitimate allowances. 

GENERATING INCOME

What is the point of having money, if you don't spend it?

Absolutely. The trick is to build your pot first, then live off the income, right?

What if you already have a pot, but soon you'll need income?

We help you to generate income tax efficiently, and get more of your money working for you. 

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested

 

Your home / property may be repossessed if you do not keep up repayments on your mortgage

Some buy-to-let mortgages are not regulated by the Financial Conduct Authority

Peter Holt Limited is an appointed representative of Openwork Limited, which is authorised and regulated by the

Financial Conduct Authority. Peter Holt Limited is registered in England. Registered Number 03761378

Registered office: Ground Floor, St. Michael's House, 1 George Yard. London. EC3V 9DF

©2021 Peter Holt Limited