placeholder

Skip to main content

TPO - The private office

TopNavigation

About Us
Our people
News
Insights
Events
Contact Us
0333 323 9065
Client Login

Pensions
Pensions

Pensions explained
Pension types
Can I consolidate my pensions?
When can I retire?
How to be tax efficient with your pension contributions
Drawdown
Insights

Our top 5 considerations before moving your pension

Pensions Dashboard hit by digital delays

More Insights

Guides

Defined Benefit Pension Transfer Guide

Approaching Retirement Guide

More Guides
Investing
Investing

Our investment management services
Your tailored investment strategy
Our investment philosophy
Attitude to risk
What is long term investing?
Your guide to the new Sustainability Disclosure Regime
Insights

New ‘British ISA’ Cancelled

How much is the dividend tax free allowance?

More Insights

Guides

Shhh Insiders Guide to Wealth Management

Alternative Investing Guide

More Guides
Tax Planning
Tax Planning

Maximising tax allowances
What is Capital Gains Tax?
Inheritance tax
Intergenerational Tax Planning
ISAs explained
Tax year end
Insights

Inheritance tax and Gifts – don’t get caught out

How to handle an Inheritance

More Insights

Guides

Tax Tables

Inheritance Tax Guide

More Guides
Cash Management
Cash Management

Cash ISAs
Easy access savings accounts
Fixed rate bonds
Cash platforms
NS&I Alternatives
Why is NS&I so popular?
Insights

New ‘British ISA’ Cancelled

NS&I hikes rates to increase popularity and attract new deposits

More Insights

Guides

Savings Guide

What is an ISA?

More Guides
Business Owners
Business Owners

Income protection
Key person insurance
Co-shareholder protection
Relevant life policies
Selling your business
Business premises in pensions
Insights

Navigating Self-Employed Tax Traps

How to sell your business

More Insights

Guides

Tax Planning Strategies for High Income Earners

Shhh Insiders Guide to Wealth Management

More Guides
Specialist Services
Specialist Services

Life Changing Personal Injury
High Net Worth Individuals
Financial Planning on Divorce
What is income protection insurance?
Equity Release explained
Trusts explained
Insights

Inheritance tax and Gifts – don’t get caught out

How to handle an Inheritance

More Insights

Guides

Understanding equity release

A Simple Guide to Trusts

More Guides
Guides

Search

Search
Share

Share

Facebook

Linkedin

Twitter

Email

Google Share

Breadcrumb

Home
Guides
Cash Management

Cash Management

All
Pensions
Tax Planning
Cash Management
Specialist Services
Financial Advice
Investing

All
2023
2022
2021
2020
2019
2018
2017
2016
2015

Tax Tables

Tax Tables

Your comprehensive guide to tax rates and thresholds for the Tax Year 2024/25.

PDF

What is an ISA?

What is an ISA?

PDF

Savings Guide

PDF

FSCS Guide

PDF

Latest news and insights

news

British flag being dropped into a dustbin

New ‘British ISA’ Cancelled

6th September 2024

British ISA cancelled - The UK government has apparently scrapped plans for the ‘British ISA’ over concerns that it would “complicate” the investment market for individuals.

news

PAM and TPO logos

TPO announces strategic investment partnership with Pacific Asset Management

2nd September 2024

Independent national advice firm, The Private Office (TPO), today announces a major new partnership with Pacific Asset Management (PAM).

news

Hand holding magnifying glass and looking at house mode

Inheritance tax and Gifts – don’t get caught out

30th August 2024

A recent freedom of information request submitted to HMRC has revealed that the number of estates paying inheritance tax on gifts has more than doubled from 2011 to 2021 – another stealth tax. Don’t get caught out.

Footer company menu

Company

About us

Careers

Services

Our story

Awards

Reviews

Our fees

Client login

Insights

Markets

Pensions

Investing

Tax

Savings

Business

Specialist

Guides

Pensions

Investing

Tax Planning

Cash Management

Financial Advice

Specialist Services

Get in touch

Contact us

Our locations

Advisers

Add to calendar

21 May 2024

How to escape the tax raid on your wealth

Watch previous webinars

Subscribe

Sign up for our quarterly insight newsletter:

Signup for email alerts

Follow us on...

X (formerly Twitter)

Footer

Regulatory Information
Website Conditions
Privacy
Accessibility
Site Map
Copyright 2024

The Private Office and TPO are trading names of The Private Office Limited, authorised and regulated by the Financial Conduct Authority, firm reference number 789482. Registered in England and Wales at 2 The Bourse, Leeds LS1 5DE, company number 10226899.

Advice Champion Services Limited and Investment Champion Online Limited are Appointed Representatives of The Private Office Limited.

Our financial services register entry may be checked by visiting https://register.fca.org.uk/. Please note that the Financial Conduct Authority (FCA) does not regulate cash flow planning, estate planning, tax or trust advice.