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Financial advice in Kent and across the South East

Investment and Pensions Current Issues and opportunities

ISA's

In the run up to the end of the current tax year 5th April 2013, those investors who have not taken full advantage of the new annual ISA allowance may want to make an additional investment up to their £11,280 individual limit.

Remember, you can invest in both a cash ISA and stocks and shares ISA in any tax year. The limit for a cash ISA is up to £5,640 in this tax year. You can only invest up to the full allowance in a stocks and shares ISA. If you have invested in a cash ISA the balance up to £11.280 can be invested in a stocks and shares ISA with another provider if required.

Those clients who have already invested their full allowance may already be thinking of taking advantage of investment conditions and investing in the new tax year beginning 6th April 2013. In the autumn statement the chancellor indicated the annual allowance would increase from £11,280 to £11, 520 next tax year.

Whichever the case now is the time to get organised.

Unhappy with your current ISA performance, and considering a change.

For any of the above Janes Financial Planning can recommend an ISA for you tailored to fit your investment requirements and risk tolerance.

Pensions

Attention higher rate tax payers

There are to be changes soon affecting everybody but in particular higher rate tax payers. Act now to maximise your pension. To find out how you are affected and what you should do contact Janes Financial Planning.

Are you eligible for the new carry forward relief? Do not miss out before the 5th April 2013, contact Janes Financial Planning now!

Pension advice

For independent financial advice in Kent and across the South East, call Janes Financial Planning today on
01580 714 511

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