New ISAs are available from 1st July 2014 and this gives many ISA subscribers the opportunity to increase the total amount they invest in these accounts. The total amount is increasing to £15,000.00 per individual for the current tax year. In a major change to the Cash which may be held in an ISA, the full amount of £15,000.00 may be in Cash. For investors prepared to take some risk to try to achieve a higher return over the medium term, up £15,000.00 may be held in investments such as Bonds and Shares. If you wish to discuss how the new rules may affect you, please contact one of our advisers, who will be pleased to help.
Welcome to our September/October 2023 edition. In this issue, we look at investment bonds and explain how they offer several benefits that some investors may be missing out on, which have become even more beneficial