Another Tax Year

2018/2019 Tax Year

So as we draw to the end of this Tax Year, we start to plan for the next one. Last year we topped up our clients’ ISA accounts from their General accounts very early in the Tax Year. This year we intend to do the same where possible, so stand by to see share sales being made if you own both a General & ISA account.

If you usually top up your ISA from other savings, then we are ready when you are. Simply speak to Melissa and she will do the rest to make the top up as simple as possible. There is no time like the present as it will not have escaped many of you that our investments are currently worth a little less than when they hit their recent peaks in February. Continue reading “Another Tax Year”