Oury Clark Independent Financial Advice

End of tax year financial planning – Deadline 29th March

Oury Clark Independent Financial Advice Blog - March 3rd, 2010 by Andrew Thomas
  • Andrew Thomas

  • Position: Partner OCIFA
  • Phone: +44 (0) 1753 551111
  • Fax: +44 (0) 1753 550544
  • Email: Andrew.Thomas@ouryclark.com
  • More information about
    Andrew Thomas at 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 [...]

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Oury Clark Independent Financial Advice

Investment

Oury Clark Independent Financial Advice Blog - June 10th, 2009 by David Chinn
  • David Chinn

  • Position: Partner OCIFA & OCA
  • Phone: +44 (0) 1753 551111
  • Fax: +44 (0) 1753 550544
  • Email: David.Chinn@ouryclark.com
  • More information about
    David Chinn at ouryclark.com

With global interest rates standing at historically low levels, many clients have seen the interest payments received on savings accounts fall to negligible amounts. For those targeting an income yield from their savings it is always wise to shop around. The better interest rates are available for those willing to tie their money up for six to twelve months.

For those willing to consider an alternative to savings accounts the income yields on fixed interest investments are particularly attractive and may be suitable for part of the portfolio.

Global Stock Markets have experienced extreme volatility as the economic certainty continues. Investment performance in most asset classes has been disappointing in recent times, however, research has shown that trying to ‘time the market’ is extremely difficult [...]

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