TAG Wealth Management are independent financial advisers based in Sheffield, We offer a comprehensive financial planning service for all your investment and protection needs: •Pension Planning We all know it’s important to plan for retirement, but many of us are still not planning well enough. Despite all the media headlines and Government initiatives, many of us still have a ‘tomorrow will do’ attitude. This is worrying for one simple reason – we are going to live longer than most of us think. The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. •Protection Planning How much of a cash lump sum or income would your family need to maintain their current lifestyle if you die prematurely or suffered a serious illness or disability? •Investments / Regular Savings Are you making the best use of any spare capital or surplus income? Are your current investments working as efficiently as possible The value of the investment can go down as well as up and you may not get back as much as you put in. •Taxation Planning When it comes to taxes, whether it’s income tax, corporation tax, or VAT, it is wise to ensure you aren’t paying more than you need to. We help you plan your taxes in advance, and come up with effective strategies that will use the lawful reliefs and allowances to minimise the amount you have to pay. Tax planning is not regulated by the Financial Conduct Authority. TAG Wealth Management are an appointed representative of TenetConnect Ltd which is authorised and regulated by the Financial Conduct Authority Partners: David Thompson DipFA MLIBF & Allan Young DipFA