Savings and Investments


ISAs


Individual Savings Accounts (ISAs)
Overall investment limit £10,680
Including cash maximum of £5,340

Notes

  1. Investments in ISAs are free of income tax and capital gains tax.
  2. Those aged 16-17 can invest in a cash ISA.
  3. ISAs allow you to take your money out at any time without losing tax relief and furthermore you are not required to declare income and capital gains from ISA savings.
  4. A new tax-free Junior ISA will be available from Autumn 2011.

 


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The Old Vicarage
51 St John Street
Ashbourne
Derbyshire
DE6 1GP

T: 01335 301850
F: 01335 300315 enquiries@coatesandpartners.co.uk

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