Peter Harding Practice Ltd
ISA Planning


In these austere times, tax give-aways are pretty hard to find, which is why your annual ISA allowance is such a valuable opportunity.

It makes it even more surprising to learn that, according to research by Fidelity in October last year, two-thirds of UK adults are not currently making use of their ISA allowance and with it the chance to avoid any further liability to income or capital gains tax on their money.

Of course, the tax benefits of ISAs may be subject to change in the future, but the government has indicated its recognition of the importance of ISAs in helping investors achieve long term financial security. The current annual allowance of £10,200 will increase in line with inflation in future, meaning the limit will rise to £10,680 next tax year. In these taxing times it is certainly one piece of good news.
That is why it is so important to make full use of your allowance and find an investment solution that gives you the opportunity to help ensure the tax advantages of your ISA are maximised.

If you are considering investing in an ISA in this tax year, you have until 5th April to do so, or your valuable tax-saving opportunity will be lost.

ISA Fund Profiles

ISA Key Features

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