Your tax efficient ISA opportunity
The end of the current tax year is 5th April 2014, which means if you haven’t done so already, you still have the opportunity to take advantage of the current tax efficient allowance for this year’s ISA, which is £11,520, of which up to £5,760 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).
At Hoskin Financial Planning 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
– Regularly monitored to make sure they stay aligned to your investment goals
Next Steps
To help you make the most informed decision in how to best utilise your ISA allowance, as well as assess the suitability of any other investments you hold in order to meet your financial goals, contact us on Tel: 01621 767200 to arrange a personal appointment.
Paul Hoskin Hoskin Financial Planning
THIS BLOG PROVIDES INFORMATION, IT IS NOT ADVICE. ANY OPINIONS ARE GIVEN IN GOOD FAITH AND MAY BE SUBJECT TO CHANGE WITHOUT NOTICE. OPINIONS AND INFORMATION INCLUDED WITHIN THIS EMAIL DO NOT CONSTITUTE ADVICE. (IF YOU REQUIRE PERSONAL ADVICE BASED ON YOUR CIRCUMSTANCES, PLEASE CONTACT US)