ISA’s

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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 2019/20 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.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected any may fall as well as rise. You may get back less than the amount invested.

The favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation.