Use your allowances

I would like to remind you that the end of the current tax year is 5th April 2013, and you have the opportunity to take advantage of the current tax-efficient allowance for this year’s ISA, which is £11,280, of which up to £5,640 can be invested in Cash ISAs.

What is the right ISA investment strategy?

Interest rates remain low and cash savers may be waiting a while for good returns, yet the volatility of investing in stocks and shares can be off-putting. As a result, many investors are choosing to invest in risk-rated funds, ensuring that their investments are spread across a range of asset classes which stay aligned to their attitude to risk (the amount of potential loss you are willing to accept in order to achieve potential investment growth).

Our investment process is designed to do just that. We select investments specifically designed to match your risk appetite.

The investments are always:

-         Designed and managed to match specific risk profiles

-         Run by some of the leading names in investment management

-         Overseen by an independent investment committee

-         Regularly monitored to make sure they stay aligned to your investment goals

Next Steps

To ensure you don’t miss out on this year’s ISA allowance, contact us on Tel: 01296 641868 and let us assist you with making the most of your tax-efficient ISA opportunity, or indeed any aspect of your financial planning needs.

Email us on info@sbfinancial.co.uk Call us on 01296 641 868Use our Contact Form

Please note when reading any information on this website: past performance is no guide to future performance. The value of an investment may go down as well as up and an investor may not get back the full amount invested. Before investing, please ensure that you have read the information set out in the simplified prospectus, which includes full details of the charges. Any material available is directed only at persons in the UK and is not an offer or invitation to buy or sell securities. Opinions expressed on this website represent the views of Stephen Baker Financial Consultants Ltd at the time of publication, are subject to change, and should not be interpreted as investment advice.

Leave a Reply