Pareto Financial Planning

Our Valentine’s Raffle was a great success, raising funds and earning us the first piece for our Charity of the Year medal from The Christie Charity ! A big thank you to everyone who got involved. We've got a great selection of events for the rest of the year to earn the remaining medals. Let’s keep this going, finish the medal and make a real difference together! ❤️ #CharityEvent #ValentinesRaffle #TheChristiecharity

We’re incredibly proud of Daniel Harrison DipPFS and Joe Heaword for completing the Bologna Marathon and raising funds for our charity of the year. Also, a special shoutout to Dan for achieving a personal best of 3hrs 26mins! Not only did they conquer the race, but they also surpassed their fundraising target for The Christie Charity . A massive thank you to everyone who supported and donated to this fantastic cause! If you would still like to donate, no matter how little, you can do so here: https://bit.ly/4i9yvjA #BolognaMarathon #CharityFundraising

From 6 April 2027, certain pension assets may become subject to Inheritance Tax (IHT), meaning your loved ones could face a 40% tax bill on pension wealth that was previously tax-free. Our bitesize tax year end blog gives more detail on what you can expect. The changes won't take place until 2027, but don't wait until then to plan! Read more: https://bit.ly/3D3uYnH #taxyearend #taxplanning

With National Insurance Contributions increasing to 15% in April 2025, businesses face rising employment costs. Salary Exchange could be a smart way to reduce tax, improve employee benefits, and boost cash flow. Find out how Salary Exchange works and whether it’s right for your business in our latest tax year end blog: https://lnkd.in/gY8m3s_v #SalaryExchange #NationalInsurance #BusinessSavings #EmployeeBenefits #TaxEfficiency #PayrollPlanning

The CGT allowance has dropped again for 2024/25, making tax planning more important than ever. With less room for tax-free gains, investors need to be proactive. Discover key strategies to manage your gains and minimise tax liabilities in our latest blog. https://lnkd.in/gZu3xMeQ #CapitalGainsTax #TaxPlanning #InvestmentStrategy #CGT

Cash Flow Planning is a vital part of financial management, helping you maintain short-term stability while building long-term wealth. In this podcast, Alexandra Savage breaks down what Cash Flow Planning is and why it’s essential for making informed financial decisions. From budgeting effectively to preparing for future goals, understanding your cash flow puts you in control of your financial future. https://lnkd.in/g7fQ8hGD #CashFlowPlanning #FinancialStability #WealthBuilding #FinancialPlanning

We’re proud to share our Social Impact Report for the past 12-months. This highlights the steps we’ve taken to support our communities , reduce our environmental footprint, and create lasting positive change. Our full report can be found on our website here: https://bit.ly/4bbd0Mg #SocialImpact #CommunitySupport #Sustainability #MakingADifference

Pensions remain one of the most tax-efficient ways to save for the future. With an annual allowance of £60,000 now is the time to save. Read more on the allowances and reliefs available in our bitesize tax year end blog here: https://bit.ly/41jmi5D #taa #taperedallowance #pensions #taxyearend #taxplanning

We've once again kicked off our fundraising efforts with the Valentines Day raffle, the prizes included Amazon vouchers, Haydock Races tickets, restaurant vouchers, and a duvet day! An incredible amount of over £550 was raised for The Christie Charity ❤️💙

Use it or lose it! Have you taken advantage of your tax allowances? Utilise your Personal Allowance, which is up to £12,570 before the tax year end deadline. You could also be eligible for Marriage Allowance, allowing you to transfer your unused allowance to your spouse. Read more on our bitesize tax year end blog: https://bit.ly/42UVTwj #personalallowance #dividendallowance #marriageallowance #taxyearend #taxplanning