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Posted on: 13 Mar, 17

When it comes to creating and maintaining the right investment strategy, we can provide the professional advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals whether you are looking to invest for income or growth, or both.

As we approach the end of the 2016/17 tax year, have you fully utilised your annual Individual Savings Account (ISA) allowance? The ISA limit for 2016/17 is £15,240, rising to £20,000 in 2017/18. Anyone wishing to utilise their allowance should do so before the deadline at midnight on Wednesday 5 April 2017. The date marks the end of the 2016/17 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.

An ISA is a tax-efficient investment wrapper in which you can hold a range of investments, including bonds, equities, property, multi-asset funds and even cash, giving you control over where your money is invested tax-efficiently.

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