Maximise your ISA Investment Limits

21 October 2009

A change enabling millions of savers aged over 50 to increase the amount deposited in a tax-free Individual Savings Account (Isa) has come in.

The ISA Limit has risen from £7,200 to £10,200, of which half can be saved in cash and half in stocks and shares. The new limit, which was announced in this year's Budget, is for anyone born on or before 5 April 1960. For everyone else, the limit will rise from 6 April 2010.

With the recent market recovery, low interest rates the prospect of increased personal taxation, many investors, regardless of age, will be considering the investment opportunities that now present themselves and how best to capitalise on their tax-free allowance.

Investors should also consider looking at their current fund holdings, reflecting on their investment strategy and considering whether their funds are keeping pace and providing the income or capital growth they require. We would be delighted to review your investment portfolio and recommend a future investment strategy to meet your goals.

LIMITED CASHBACK OFFER

Fidelity FundsNetwork is offering a timely opportunity to invest or transfer ISA monies into Fidelity fund choices and earn up to £300 cashback*. This offer is available on more than 50 ISA-qualifying Fidelity funds across a broad range of income and growth objectives.

Completed application forms must be received by Fidelity no later than 30th November 2009 so contact me without delay for further information.

*This offer is available for a limited period only. Full terms and conditions are available on request.

For further information please contact Peter White on 07733 303855.