Tax Efficient Savings Fact Sheet

A leaflet to show the different tax mitigation options to consider and the level of risk associated with each option.

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Financial management is a trading style of Philip Harper LLP, which is authorised and regulated by the Financial Conduct Authority. Registration No 485423 register.fca.org.uk

Philip Harper is a Limited Liability Partnership.
Registered in England and Wales. Number: OC338200

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Thank you for this confirmation to invest additional funds to your General Investment Account. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.

The form has been submitted

Thank you for this confirmation to invest additional funds to your ISA. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.

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