Burt Financial Planning Ltd

With the end of the UK tax year fast approaching, now is the time to make the most of key allowances and tax-efficient strategies before they reset! 🚀📊 Here are 5 crucial things to check before 5th April: ✅ Maximise Your ISA Allowance – Up to £20,000 can be sheltered from tax. ✅ Use Your Pension Contributions – Benefit from tax relief while boosting retirement savings. ✅ Consider Capital Gains – Use your annual CGT allowance before it resets. ✅ Gift Tax-Free – Make the most of inheritance tax exemptions. ✅ Claim Any Available Tax Reliefs – From charitable donations to business investments. A well-timed financial decision now could save you thousands in the long run! At Burt Financial Planning, we help clients navigate tax efficiency with confidence. 📈✨ #TaxPlanning #FinancialPlanning #PensionAdvice #ISAs #WealthManagement #BurtFinancial

Retaining top talent is more than just a goal; it's a strategy for success. We offer tailored solutions to ensure your business remains a magnet for the best and brightest. Salary Sacrifice Arrangements: Enhance your team's compensation packages with tax-efficient benefits, simultaneously cutting down on National Insurance costs. A win-win for you and your employees! Private Medical Insurance: Show your employees you care by prioritising their health and well-being. This means fewer sick days and a happier, more productive workforce. Comprehensive Coverage: Our Group Life, Income Protection, and Critical Illness Coverage provide financial security in challenging times. We also facilitate support to fill in for absent staff and offer rehabilitation services and assistance programs. Invest in your team today and watch your business thrive tomorrow. #BurtFinancial #EmployeeBenefits #TalentRetention #WorkplaceWellness #HRSolutions #BusinessGrowth #EmployeeWellbeing

We've just launched our brand new website at Burt Financial Planning, and we couldn't be more happy with the results. A massive shoutout to the talented team at Fifth House for bringing our vision to life. This upgrade means we can serve you, our valued clients, even better. With enhanced features and improved tools, we're now better equipped than ever to keep you informed and engaged with your financial journey. Take a look at our website for yourself here - https://lnkd.in/eq8mCCBY #FinancialPlanning #WebsiteLaunch #ClientService #FinancialAdvisor

Valentine's Day - nothing says romance quite like sitting down with your partner to discuss ISA contributions and pension allowances. With just 50 days until the end of the tax year, it's time for that annual financial heart-to-heart. Remember, maxing out your ISA and pension contributions before April 5th isn't just smart planning - it's an investment in your future together. Now that's what we call relationship goals! Have you pencilled in "Tax Planning Date Night"? 😉 #FinancialPlanning #TaxYear2024 #ISA #PensionPlanning #UKFinance #TaxEfficiency #WealthManagement

Employer National Insurance contributions are jumping from 13.8% to 15.0%. While this might seem like a small increase, it can have a real impact on your bottom line. February is the perfect time to get ahead of these changes. We're helping businesses like yours find smart, compliant ways to minimise the impact of this increase on their finances. Want to protect your business from unnecessary costs? Book a call with us at Burt Financial Planning and we'll explore practical solutions tailored to your business. Don't wait until April - smart planning starts now. #BusinessPlanning #TaxAdvice #SmallBusiness #UKBusiness #FinancialPlanning #NationalInsurance #BusinessGrowth

🚨 Only 2 days left until the yearly tax deadline! 🚨 Are you still scrambling to fill in your return? If you're reading this while surrounded by scattered receipts and tax forms, you're not alone. But here's the thing: how we handle our taxes often reflects our overall relationship with money. Make 2025 different. Instead of the last-minute rush, imagine starting the year with: • A clear financial roadmap • Monthly expense tracking • Regular check-ins with your financial goals Let's turn tax season stress into financial success! 💪 #PersonalFinance #TaxSeason #FinancialPlanning #MoneyManagement #TaxDeadline #FinancialWellness #BusinessTips #Accounting #TaxPrep #FinancialFreedom

Let's talk about financial security - not the most comfortable conversation, but possibly the most important one you'll have this year. Ask yourself these crucial questions: ✓ Could your family maintain their lifestyle if you couldn't work? ✓ Have you built that crucial 6-month emergency fund? ✓ Are your mortgage payments secured against life's uncertainties? ✓ Could you be a financial safety net for your children if they faced hardship? ✓ Are you one unexpected event away from depleting your savings? The best time to prepare isn't when the storm hits - it's while the sun is still shining. #FinancialPlanning #WealthProtection #FamilySecurity #FinancialWellness #PersonalFinance #FinancialFreedom #WealthManagement #FinancialLiteracy

With the latest budget introducing new complexities to retirement planning, it's more crucial than ever to have a clear strategy. Don't let uncertainty cloud your golden years. We're here to simplify your journey with comprehensive retirement solutions, including: ✨ Self-Invested Pension Plans (SIPPs) ✨ Trustee Schemes ✨ Customised Retirement Plans ✨ Flexible Drawdown Options ✨ Expert Guidance on Annuities Your retirement dreams deserve more than just hope - they deserve a solid plan. #RetirementPlanning #FinancialFreedom #PensionPlanning #WealthManagement #FinancialAdvice #RetirementGoals #SIPPs #FinancialPlanning #Investment2025 #PensionAdvice

Want to make 2025 your most financially confident year yet? The secret isn't just about making more money—it's about being smarter with your planning. Here's why dedicating time to financial planning isn't just good for your wallet, it's essential for your well-being: 📅 Build a Tax Planning Routine -Make tax planning as routine as your morning coffee. Regular check-ins prevent last-minute scrambles and help you spot opportunities to optimise your tax position year-round. 🎯 Schedule Financial Check-ups - Just like you schedule doctor's appointments, block time for financial health reviews. Set recurring calendar reminders for monthly budget reviews and quarterly meetings with your financial advisors. 📋 Master Your Documentation - Create a system that works—whether digital or physical—to track receipts, statements, and important financial documents. , your future self will thank you! Remember: Financial organisation isn't about perfection—it's about progress. Small steps today create a massive impact tomorrow. Drop a 💰 if you're committed to making 2025 your year of financial clarity! #FinancialPlanning #PersonalFinance #MoneyManagement #TaxPlanning #Finance2025 #WealthBuilding #FinancialWellness #BusinessGrowth

The new year is nearly here and there’s no better time to take charge of your financial future. 💼✨ Whether you’re looking to build your savings, invest wisely, or create a rock-solid plan for success, the first step is always the most powerful. Start 2025 on the right foot by prioritising financial clarity and progress. 💡 Set your goals. 💡 Plan your strategy. 💡 Take action. This is your year to shine—make it count! What’s your top financial goal for 2025? Let us know in the comment section! 💬 #FinancialGoals #NewYearNewYou #FinancialPlanning #2025Ready #BookNow