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.

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