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 6^th April, you will lose the current allowance.

For further information please contact Ward Williams Financial Services on 01932 830664.