Tax Year Beginning
Tax year beginning.
The ISA Deadline for the tax year 2023/24 has ended, meaning there is no better time to begin planning for the tax year 2024/25.
What is an ISA?
ISA stands for Individual Saving Account; it is a savings account in which you can deposit up to £20,000 each year with no tax penalty on withdrawals or capital gains. Some ISA accounts also offer benefits to those saving for retirement or buying their first home.
Call us today on 028 9332 2822 for a coffee and an initial consultation, on us, to see if we can help you make your money work as hard as possible. We can help you arrange a new ISA funded through monthly Direct Debits or a lump sum – or both! We also offer a free review service to check that your existing investments are still the best choice for you.
Source: Financial Foresight/gov.uk