Investments
ISAs
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Navigating through challenging conditions
Your annual ISA allowance
There is no doubt that the prevailing winds have been against investors in recent times. Short term stock market turbulence is unsettling and it is all too easy for you to lose sight of your long term goals.
History shows that investors who can overcome uncertainty when markets are low will go on to achieve the greatest long term success.
Despite the current uncertainties, although we cannot guarantee the tax benefits will not change, your annual ISA allowance remains a valuable, tax efficient part of your long term plan. But if you don't use it, you lose it. You can currently invest up to a maximum of £7,200 in this tax year's ISA, although if you are aged 50 or over, this increases to £10,200 from 6th October 2009. With effect from April 2010 the ISA annual allowance increases to £10,200 for everyone, although cash ISAs will be restricted to £5,100, half the allowance.
Staying on Course
In challenging conditions you need expert hands at the helm. At St. James's Place Wealth Management we have the combination of specialist advice and a distinctive approach to investment management that can help you make the most of your ISA allowance.
Please refer to the St. James's Place ISA brochure and Key Features document for further details.
Please contact us to find out more about the investment opportunities open to you through St. James's Place Wealth Management.
