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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

APFA

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