2012/2013 ISA Investing….
…the new tax year

The last few days of March and the first few days of April were absolutely chaos. It is amazing how many people wait until the very last minute to maximise any unused ISA allowances.
I am going to be a bit controversial, and suggest that we try to buck the trend this year by utilising these valuable tax efficient allowances earlier in the year!

Joking aside, I know the end of the tax year will be the same as it always is, because it is just human nature. In the same way as most tax returns are filed in January, but if I mention this now then hopefully it might just make a difference.

Obviously ISA’s only form part of the investment strategy for many investors, and if you feel you would like to review your overall investment portfolio or discuss any new investments, then please do not hesitate to contact me.

Tags: financial adviser, friendly society, Hull, IFA, investments, ISA, junior isa, Kirk Ella, savings, school fees, tax exempt savings plans, university fees, Yorkshire

This entry was posted on Wednesday, June 6th, 2012 at 11:12 am and is filed under Investments and Savings. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.