Last minute ISA
Posted by siteadmin on Wednesday 28th of March 2018.
Last minute ISA
If you are considering investing in this years ISA then your application and investment must be with the investment company BEFORE 5th April 2018.
This is your last chance to take full advantage of your tax-free allowance.
Contact us as soon as possible.
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Generous tax-free allowances. |
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This tax year, 2017/2018, you can shelter up to £20,000 (£40,000 per couple) into an ISA either as a lump sum or by monthly savings. |
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Free from income tax and capital gains tax. |
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An ISA fund is free from capital gains tax and UK income tax. This means it grows better than a unit trust or investment trust. and as a result doesn’t need to be declared on your tax returns. |
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Full control of your investments. |
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You have total control over your investments. What you invest in, when to change investments and when to sell them to get the best return, which is essential in a fast changing investment market. We will help you every step of the way. |
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4. |
Full access and flexibility |
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Funds are always liquid for tax-free lump sums or to provide a tax-free monthly income. Building a portfolio of ISAs is ideal to provide you with a tax-free income in retirement. |
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5. |
Use it, don’t lose it! |
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This tax year up to the 5th April, you can now invest up to £20,000 and protect your money from the taxman. You can even invest another £20,000 after the 6th April 2018. |
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6. |
Build a fund for a tax-free income in retirement |
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Here is the MAIN reason to open an ISA every year. |
If you would like independent financial advice on ISAs or other types on investments please call us on our Freefone number 0800 193 1066 or click on the investment query button below.
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