- Currently your maximum annual investment in ISA’s for 2013/14 is £11,520.
- If you would like to maximise your portfolio’s tax efficiency investment needs to be made before 6 April 2014.
- If you have maximised your own allowance, have you thought about investing for your children or grandchildren? In the 2013/14 tax year, you can invest £3,720 into a Junior ISA for any child under 18 who does not have a Child Trust Fund.
- Allowances that are not fully utilised cannot be carried forward and although you will have a ‘new’ allowance from 6th April, you will lose the current allowance.
For further information please contact Ward Williams Financial Services on 01932 830664.