The one thing about tax years is they end, every April. Something else ends with them – that year’s ISA allowance, all gone, forever.

After all the taxman doesn’t want you to have too much of a good thing.

So why are ISAs Such a good thing?

It’s because you won’t pay any tax on the income or gains you get from ISA. But there are ISAs and there are ISAs. One might be better for you than another. Also you can save in a cash ISA, a stocks-and-shares ISA, or a bit of both.

Let us help you before this year’s allowance is gone!  Our approach is simple. We will find out all about you, understand your goals and get to know your appetite for risk.  We then use all the tools and expert knowledge at our disposal to offer you solutions, only then can you make an informed choice.

 

Don’t miss out, act now.

You must use your 2016/17 ISA allowance by 5 April 2017. If you don’t use it by then, you lose if forever.  To arrange a meeting please see details below

 

 

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested. 

Tax treatment depends on individual circumstances.

Tax treatment rates and allowances are subject to change. 

Investors do not pay any personal tax on income or gains from an ISA, but ISAs do pay tax on income from stocks and shares within the funds.

Tax planning is not regulated by the Financial Conduct Authority. 

 

 

London Office

Elwood House, 42 Lytton Road,
New Barnet, EN5 5BY
Tel: + 44 (0) 20 8441 2605
Fax: + 44 (0) 20 8441 8607
Email: infolondon@osfg.co.uk

Hemel Hempstead Office

Charleston House, 13 High Street,
Hemel Hempstead
Hertfordshire, HP1 3AA
Tel: +44 (0) 1442 23 22 72
Fax: +44 (0) 1442 23 22 75
Email: infohemel@osfg.co.uk