Can your savings help your future needs?
If you don’t use your full 2017/18 ISA allowance of £20,000 by 5 April 2018 you’ll lose it. Make more of your money work for you and top up your ISA before the end of the tax year.
The maximum ISA allowance for the 2017/2018 tax year is £20,000. The tax efficiency of ISAs is based on current rules.
The value of your investments and any income from them can fall as well as rise and you may not get back the original amount invested. The current tax situation may not be maintained. The benefit of the tax treatment depends on individual circumstances.
Although no fixed term, you should consider stocks and shares ISAs to be a medium to long term investment of ideally five years or more.
Call us to arrange a no obligation phone or face-to-face consultation for your own financial health check.
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