In the 2019/20 tax year, you can save up to £20,000 tax-free in an Individual Savings Account (ISA), and when it comes to your ISA investment, you have a number of options. Investors comfortable with the slightly higher risk Peer to Peer lending can also now invest in an Innovative Finance ISA, and those aged […]
If you would like to book an appointment with one of our Financial Planners, Contact us online or call 01480 35700.
If you don’t use your full 2018/19 ISA allowance of £20,000 by 5 April 2019, you’ll lose it. Make more of your money work for you and top up your ISA before the end of the tax year. The maximum ISA allowance for the 2018/19 tax year is £20,000. The tax efficiency of ISAs […]
Are you among the 30.4 million working-age people who don’t know if their pension pot will be big enough to afford a comfortable lifestyle in retirement? According to a report by the Pension and Lifetime Savings Association (PLSA), some of the blame for this worrying statistic could be down to simply not knowing how much […]
Generally speaking, and subject to investment charges and performance, the more you save and the earlier you start saving the better shape your finances are going to be in when you need to draw on them. So why is it then that many of us are reluctant to put money aside for a rainy day, […]