01483715823 info@ifadirect.co.uk

ISA's Pensions etc

17th March 2014

This is the time of year when our intelligence hits new heights and we remind ourselves and you that the tax year end is coming. So:

  1. get your new ISA investments organised
  2. transfer from non ISA taxable funds to tax free ISA funds
  3. there is still time for lump sums into pensions

and for the more esoteric products VCT,s, EIS,s etc the same tax year end approaches fast

So do it, ring us for advice or help as needed but do not miss the date.

Alastair Lyon, Credenda Ltd


IFA Direct is a trading name of Credenda Ltd. Credenda Ltd is an Appointed Representative of Credenda which is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 181769 http://www.fca.org.uk/register.

IFA Direct Registered Address: 20 Vicarage Road, Woking, GU22 9BH. Registered in England, No. 2047680 .

Neither IFA Direct nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.