Do you know that you have a tax free ISA allowance? Do you know that you get this every year and if you don’t use it your lose it? Do you know we are having an ISA morning on 15th February? Drop in anytime between 9.30am and 12.30am.
With interest rates remaining at really low levels it is really important that you maximise the benefit you can get from your savings. Don’t let the tax-man take some of your interest earnings. Instead make sure you have taken advantage of your tax free ISA allowance which is £20,000 for the tax year 2017/2018. But you have to use this before 5th April 2018, and please don’t leave it to the last minute to talk to your Financial Adviser. ISAs are such a good way for most people to save and invest that February and March are known as “ISA Season”. Talk to your Financial Adviser as soon as you can if you want to learn more about ISAs and which kind of ISA is best for you.
Your Adviser can visit you at your home or place of work, or you can come to our office which is ideally situated between Lichfield, Tamworth and Sutton Coldfield, and we’ve got free parking for your convenience.
Don’t delay, don’t miss the opportunity for tax free savings and use your ISA allowance for this tax year.
Investors do not pay any personal tax on income or gains, but ISAs do pay tax on income from stock and shares within the funds.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment depends on individual circumstances. Tax treatment rates and allowances are subject to change.