HMRC Adjusted Net Income Guide - https://www.gov.uk/guidance/adjusted-...

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Financial Planning
I am a Partner in a financial planning practice based in the UK. If you would like to find out more about our services, please follow this link: https://go.novawm.com/getintouch

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DISCLAIMER:
This channel is for education purposes only and does not constitute financial advice. Any opinions or assessments expressed are James’ own opinions or assessments, which are not affiliated with any third party. Any representations stated as facts or views based on such facts are relevant to circumstances applicable at the time of publication. This information should never be relied solely upon to make decisions, and James accepts no liability for any investment actions undertaken by viewers. Please seek regulated financial advice or an advisor if you require assistance. The value of an investment and the income from it can go down as well as up and investors may not get back the amount invested.

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The author asserts their moral right under the Copyright, Designs and Patents Act 1988 to be identified as the author of this channel and any video published on it.


00:00 Intro
02:04 Biggest Missed Opportunities
02:53 Pension Recap
04:27 No Income or Retired
06:51 £50k - £90k
09:59 Important Message For Everyone
10:31 £50k - £90k cont
12:02 £90k +
15:13 Where Everyone Gets It Wrong
16:12 Pension Vs ISA
17:23 Helping Family Members