With the April 5th deadline approaching, we wanted to remind you that every tax year end closes the door on an annual opportunity to take advantage of one of the few tax benefits now available.
The 2014/15 annual ISA/NISA allowance of £15,000 per individual cannot be carried over into next year. And so, if you don’t open and fund your new ISA (NISA) by the end of deadline day on 5th April, your allowance is gone for good. Use it or lose it.
Of course, the next day – 6th April – is a brand new tax year and we all get a new ISA/NISA allowance (£15,240) for the 2015/16 tax year.
If you would like to make a ISA/NISA contribution in this tax year, or open a stocks and shares NISA, please contact us in the first instance.
Payments must be received by 31st March 2015. Don’t miss out on this valuable tax free savings vehicle.
If you would like to speak to us about your own financial situation or retirement planning concerns, please call us on 0800 731 7614 or by e-mail at email@example.com and we’d be delighted to help.