Tax planning
Don’t let the taxman take too much
Finding out that you paid more tax than you needed to is annoying – not finding out could cost you money. If you don’t have a tax expert to help you, you might never know.
It’s not up to your employer to make sure your tax affairs are in order – it’s up to you. And if you’re already retired, you could be entitled to more allowances than you’re claiming at the moment.
When it comes to tax, it pays to take professional advice.
The NatWest Personal Tax Service
Our tax service takes the hassle out of tax returns, dealing with the taxman and keeping your tax affairs in order.
Tax efficient savings
ISAs are a great way to invest lump sums and make regular savings – and they’re tax efficient as well.
"Older people want to pay the right amount of tax but too many pay more than they need to..."
National Audit Office, October 2009
Get in touch
We’re here to help you cut through the complexities of retirement.
Contact us today for an appointment with one of our Financial Planning Managers.
Call us on
0800 051 1868*
*Minicom 0800 404 6161. Lines are open: Mon to Thurs 8am-8pm, Fri 8am-6pm,
Sat 9am-5pm (excl. public holidays).
Calls may be recorded
Glossary
Still struggling with retirement planning jargon? Check out those tricky terms with our glossary.