New ISA (NISA)

NISA’s are one of the most tax efficient ways of saving, ensuring that any gains are not subject to income tax or capital gains tax (CGT). They are now a lot more flexible than they used to be, and allow investors to shelter a good amount over time from unnecessary taxes.

With interest rates continuing to be at a record low, more and more investors are starting to explore options in order to make the most of their investments.

Talking to an IFA could ensure your money is working as hard as possible for you.

Are you making the most of your allowances?
Is your NISA performing as it should be?
Are you overpaying on charges?
Are your investments suitable for your risk profile?

It is essential that professional independent advice is given to ensure you have the best possible deal.

Risks: Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed. You may get back less than you invest.

Useful Links

The Pensions Regulator

Money Advice Service

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Reviews and Ratings for Financial adviser Mark Williamson, Gloucester