Thursday, 20 March 2014

Take advantage of your 2013/14 ISA allowances

  • 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.

Monday, 17 March 2014

Ward Williams participates in Natwest Community Regatta!

Ward Williams are sponsoring and participating in the Natwest Community Regatta on Friday 25th April.  A great way for local businesses in and around Weybridge to compete with each other in a new way and support the local community.

The regatta will be held at The Cut, Dorney Gardens, Walton Lane, Weybridge, Surrey, KT13 8LT from 1.30pm - 5pm.

Please come along and support us!

For full details please visit:

Wednesday, 5 March 2014

Quick - Maximise Pension Contributions!

The amount that an individual can accrue annually into their pension, whether this be from employer or personal contributions will be dropping with effect from the 6 April 2014. The drop is significant – 20% or £10,000 - from £50,000 per annum to £40,000 per annum, with no indication as to when or if the limit will be raised again. WWFS believe that whilst austerity is the main driving force behind key Government economic decisions the limit on pension contributions (and therefore tax reliefs associated) is likely to be under pressure for the foreseeable future.  

It is therefore important that if you have excess cash on deposit or if  your cash is the main business asset, it may be sensible to take advantage of the pension carry forward rules before the change. 

Please contact Ward Williams Financial Services on 01932 830664, or visit us at for more information.