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Tag Archives: tax-efficient investments

Wealth needs managing – now more than ever

Achieving your financial goals through investing, and one size does not fit all.

Even as we hope to put the coronavirus (COVID-19) pandemic in the rear-view mirror in 2021, uncertainty regarding both the virus and Brexit is likely to continue to weigh on the UK and global economies as well as on our personal finances during this year.

Tax-efficient investments

Investment into smaller and younger UK companies with offer of generous tax relief

For appropriate sophisticated investors who have available funds left over after fully using this current year’s tax-efficient wrappers, what are some other options to consider?

ISA returns of the year

Time to explore your ISA options?

An Individual Savings Account (ISA) enables you to save in a simple, tax-efficient way, while generally giving you instant access to your money. This gives you short, medium and long-term saving options, and with the end of the current tax year not too far away, it’s important to make the most of your annual tax-free ISA allowance.