New tax year

So here we are again on 06/04/2016 with the start of a new tax year.
This gives you a whole new ISA contribution allowance of £15240 and a whole new capital gains tax (CGT) exemption of £11100.
Contact me for advice on an ISA with a guaranteed return iof a minimum of 5%, particularly useful for people with cash ISA holdings giving them poor returns which can be transferred which means it does not affect this years contribution allowance.
Or if you want to know how to utilise your CGT exemption by investing into the correct “wrapper” again call me.
Remember that these are use it or lose it allowances.

Tel 01296 641868

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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.

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