Andrew Thomas
- Position: Partner OCIFA
- Phone: +44 (0) 1753 551111
- Fax: +44 (0) 1753 550544
- Email: Andrew.Thomas@ouryclark.com
As the end of the tax year approaches, we need to ensure you maximise the tax-efficient allowances available to you.
ISA Allowance
An ISA remains one of the most tax-efficient methods of investing, but if your full allowance is not used within the tax year, this valuable opportunity is lost for good.
The ISA limit has increased, for those over 50, to £10,200 for investment before 5th April (the limit for under 50s remains at £7,200). With signs that the markets may be recovering, here is a chance for you to invest early and be in a prime position to benefit from any upturn. Remember, the sooner you invest, the more time your investment has for growth.
We can recommend a suitable investment fund for you to use before [...]
read more...
Recent Comments