What better place to start off than tax-efficient investing? Each tax year, we are each given an annual Individual Savings Account (ISA) allowance. The ISA limit for 2018/19 is £20,000, and anyone wishing to utilise their allowance should do so before the deadline at midnight on Friday 5 April 2019. The date marks the end of the 2018/19 tax year. It is a ‘use it or lose it’ allowance, meaning that if you don’t use all or part of it in one tax year, you cannot take that allowance over to the next year. To find out more about your ISA options, turn to page 06.
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If you would like further information or would like to arrange a meeting with one of our Financial Advisers, please do not hesitate to contact us either using the Contact page on our website or by calling 01455 614500.
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