J P Leefe & Company
Financial Advice in Rutland, Oakham and Stamford
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Latest news

Guide to year end tax planning

7th January 2021
Read online

We should all be thinking about tax
planning throughout the course of
a year, but this year we have been
distracted by the impact of the coronavirus
(COVID-19) pandemic on our lives. We have
listed below a few reminders of the issues you
may want to consider as worthy of including in
your 2020/21 tax planning to-do list.

Read online

Financial Services

  • Investment and savings
  • Retirement and pension planning
  • Financial protection
  • Business protection
  • Financial reviews
  • Long term care, wills, powers of attorney and estate planning

Recent posts

SmartMoney January February 2021 7th January 2021

Guide to Individual Savings accounts 2021/22 7th January 2021

Guide to designing your own lifestyle plan 7th January 2021

What our clients are saying

A great service, thank you... Triangle
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About us

J P Leefe & Company is regulated by the Financial Conduct Authority.

FCA Regulation Number: 125689

Information contained within this site is subject to the UK regulatory regime and is therefore targeted at UK-based customers.

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