ISA Allowance - use it or lose it! - 2008-02-08



The end of the 2007/8 tax year is fast approaching, and you therefore have until 5 April to use your ISA allowance for this year, before it disappears. For those clients looking to consider using their ISAs before the end of the tax year, we have put together an ISA information pack. To obtain a copy, or to discuss your personal investment situation with an adviser either call the office on 01473 255948 or get in touch with us via the contact us page .

Despite the recent stock market volatility, we firmly believe in the long-term benefits of equities & other investments, and the benefits of tax-efficient ISA investing. However, we appreciate that short-term volatility can lead to nervousness and therefore we have chosen to profile three funds in the information pack that have a track record of performing well in all market conditions for you to consider investing in. Lump sum Maxi ISA investments can be drip-fed (“phased”) into your selected funds over 6 months in order to smooth any volatility.

As part of our ISA offer to clients, we are pleased to offer a special discount of up to 3% from the usual initial charges that the chosen funds levy.

ISA applications must be received by us by the 3rd April 2008 in order to complete investment for the 2007/8 tax year, so please get in touch soon!.

8th February 2008.