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Insight and Events

Welcome to the news and views from Absolute Wealth Management! We have a passion for all things financial and want to share the most exciting insights with you to help bring some financial clarity into your life!

End of Tax Year is Looming – It’s Time to Use Up Your ISA Allowance!

28 March 2019

This is your annual reminder to top-up your ISA before the end of the tax year on 05th April 2019!  A Stocks and Shares ISA is one of the most tax efficient ways of investing with a £20,000 annual contribution tax-free allowance.   As the government sets the annual allowance, there is no guarantee that the allowances will stay at the same level year after year!  You cannot carry over unused allowances from one tax year to the next. You must use it or lose it! 

Making a top-up contribution to your ISA is easy!  If you have available funds to invest – please speak to Simon Harnaman or Pete McBride and they will facilitate the paperwork to ensure that your investment is made before 05th April 2019 to maximise your benefits. As the ISA allowance for 2019/20 will remain at £20,000, you can invest up to £40,000 in this tax year and the next and you can apply for next year’s ISA allowance today.

Please note that this information does not relate to personal advice.  If you wish to discuss your personal financial situation further, please contact us on 0117 907 1965 to arrange an appointment.

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0117 907 1965

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