Individual Saving Accounts otherwise known as ISAs provide you with the opportunity to make a generous tax free saving each year, as there are no deductions of capital gains tax or income tax on each return
You might not be aware that you are now able to transfer existing ISAs to another provider without affecting this years new ISA allowance.
There is no limit to what you can transfer as long as it is a qualifying cash ISA or stocks and shares ISA.
We provide independent investment advice, therefore we are not restricted in any way. This allows us to consider, identify and shortlist the most appropriate investment options in the market to meet your needs.
Cash Isa: Acts as a savings account into which you deposit cash
Stocks and Shares Isa: Acts as a tax-free wrapper for your investments
Innovative Finance Isa: Designed for peer-to-peer lending
Lifetime Isa: Designed for those looking to save for their first home or for retirement
We are flexible in our approach to our customers. We are located in Glasgow but are more than happy to visit our clients anywhere throughout Central Scotland, including Glasgow, East Kilbride, Falkirk, Stirling, Cumbernauld
It all starts with a conversation, please do get in touch to discover how we can make a difference to your ISA investments.
David Jack
DipFA, MLIBF, MSWW
BOOK YOUR FREE MEETING WITH ME: WITH ABSOLUTELY NO OBLIGATION
HOME VISITS AVAILABLE: WHERE THIS IS MORE CONVENIENT (NO ADDITIONAL CHARGE)
David arranged to fly to London to meet me in my home, listened to what had happened to me, explained each process step by step in terms I could understand. His knowledge is vast both on financial and legal issues and is the best financial adviser I have used. In addition to recovering and securing my pension situation, I have also had a Trust and a Will was drawn up.
David was genuine and caring and put us at ease from the word go. He simplified everything. He made recommendations but never pushed us, there were more expensive options and we were non the wiser but he advised that we didn’t need them.
Here are a few you might recognise
Taxation is subject to individual circumstances as well as tax law and HMRC practice which can change You are not certain to make money – you may suffer a loss