Individual Savings Accounts (ISA’s) are tax efficient investments suited for both medium and long term saving.
In the March 2014 budget, a number of groundbreaking changes were announced with regards to ISAs. Including the ability to save more through better flexibility and better tax breaks. Ultimately, this creates a much more attractive way to save either medium or long term up to the sum of £20,000 which is the annual ISA allowance for the 2022/23 tax year.
We can help you build a bespoke, personalised and diverse portfolio, fully aligned to your risk tolerance. You can rest assured that your portfolio will be reviewed regularly and optimised to changing needs and markets.