The Tax Free ISA Opportunity
The end of the current tax year is 5th April so I am writing to suggest we examine how to best utilise your tax free allowance.
The End of The Tax Year
Remember, if you don’t use this year’s ISA allowance it will be lost.
With interest rates remaining at an all time low it appears Cash ISA holders might be waiting a while for a return to pre-recession rates. The Cash ISA limit is £5,100 with Stocks and Share ISAs allowing up to £10,200 to be invested. Stocks and Share ISAs continue to be very popular and there is now a wide variety available.
Nevertheless with investors worried about stock market volatility and low cash rates many are looking for advice on how to meet their investment goals.
What is the right strategy?
Many investors are choosing to invest in risk-rated fund of funds solutions, designed to keep their investments on target to meet their attitude to risk (the amount of potential loss you are willing to accept in order to achieve potential investment growth) throughout the lifetime of the investment.
At Simpson Financial Services our investment process is designed to do just that. We use a simple risk analysis process designed by leading independent research companies to help identify your individual attitude to risk enabling us to select investments specifically designed to match your risk appetite.
You can contact me on 0845 0179 578 to discuss this in further detail.
I look forward to hearing from you. Rob Simpson Managing Director
