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About Us Join as a Professional
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Articles by Fairstone Wealth Management City LTD
ISA, Annual allowance, Tax year planning

Tax year end 2021/22: key dates for the current tax year
The 2021/22 tax year ends at 23:59:59 on Tuesday 5th April 2022. Make sure you take full advantage of your ISA and…
Nadia Khan DipPFS Cert CII (MP)
Nadia Khan DipPFS Cert CII (MP)
Wren Sterling
SIpp, Tax Planning, Carry forward

Pre Tax Year end planning Tip 6
Three unusual planning tips for SIPPs1. It’s not just about contributions Most end of tax year planning understandably…
Nadia Khan DipPFS Cert CII (MP)
Nadia Khan DipPFS Cert CII (MP)
Wren Sterling
Life Assurance, Family protection

Life and Critical Illness cover isn't just for adults
Our children are our most precious asset. So why don’t we protect them in the same way as everything else we…
Nadia Khan DipPFS Cert CII (MP)
Nadia Khan DipPFS Cert CII (MP)
Wren Sterling
Tax year planning, EIS Share Schemes

End of tax year planning tips
Personal Allowance and Capital Gains Tax (CGT) exemption The personal allowance is £12,570 so income up to this amount…
Nadia Khan DipPFS Cert CII (MP)
Nadia Khan DipPFS Cert CII (MP)
Wren Sterling
Female leaders, Female motivation

IWD 2022: #BreakTheBias
Imagine a gender equal world. A world free of bias, stereotypes, and discrimination. A world that is diverse,…
Nadia Khan DipPFS Cert CII (MP)
Nadia Khan DipPFS Cert CII (MP)
Wren Sterling
Tax Relief, Annual allowance, Tax year planning

Pre Tax Year end planning Tip 5
Pay into a pension scheme  Contributions to your employer's pension scheme (including any additional voluntary…
Nadia Khan DipPFS Cert CII (MP)
Nadia Khan DipPFS Cert CII (MP)
Wren Sterling
Allowance, Tax Planning, Tax year planning

Pre Tax Year end planning Tip 4
Capital gains tax (CGT) allowance  Capital gains is the profit you make from selling certain investments, including…
Nadia Khan DipPFS Cert CII (MP)
Nadia Khan DipPFS Cert CII (MP)
Wren Sterling
HMRC, Tax Planning, Carry forward

Pre Tax Year end planning Tip 3
Make use of your Annual Pension Allowance  If you’ve used your full allowance in the current tax year but not in…
Nadia Khan DipPFS Cert CII (MP)
Nadia Khan DipPFS Cert CII (MP)
Wren Sterling
ISA, Junior ISAs, Tax year planning

Pre Tax Year end planning Tip 2
Make the most of your ISA allowance Everyone can take advantage of their annual tax free ISA allowance. For…
Nadia Khan DipPFS Cert CII (MP)
Nadia Khan DipPFS Cert CII (MP)
Wren Sterling
Insurance, Life cover, Income Protection

How to know what kind of protection insurance you need
There are many insurance products, each designed for different people in different circumstances. There are many…
Nadia Khan DipPFS Cert CII (MP)
Nadia Khan DipPFS Cert CII (MP)
Wren Sterling
Tax saving, Salary Sacrifice, Tax year planning

Pre Tax Year end planning
After the success of my 12 monthly tips in 2021, It made sense to continue but focusing on Tax Year End…
Nadia Khan DipPFS Cert CII (MP)
Nadia Khan DipPFS Cert CII (MP)
Wren Sterling
Price hike, Interest rates, Bank of England

Fixed and variable mortgage rates up after Bank raises...
Fixed mortgage rates are on the increase, as well as some variable deals which directly track the Bank of England base…
Nadia Khan DipPFS Cert CII (MP)
Nadia Khan DipPFS Cert CII (MP)
Wren Sterling