ISA's

ISAs remain one of the most tax efficient solutions for your savings. On 1 July 2014, several restrictions were removed to improve flexibility and transfer options.

Under the so-called New ISA, the contribution limit for Cash ISAs and Stocks and Shares ISAs has effectively been merged, with the overall limit increased to £20,000. This can be invested in either Cash, Stocks and Shares, Lifetime or Innovative Finance ISAs, or a mixture of types.

You'll also be able to transfer new and previous years' ISA investments from Stocks and Shares into Cash, and vice versa, as opposed to previous rules which didn’t allow stocks and shares ISAs to be transferred into Cash ISAs.

For a more detailed review of ISA's, please click:

Useful Sites & Tools

www.krdequityrelease.co.uk is a trading style of KRD Financial Advisers Ltd., registered in England & Wales no. 5595319. Registered Office at 95 Dixons Green, Dudley, West Midlands, DY2 7DJ. KRD Financial Advisers Ltd is authorised and regulated by the Financial Conduct Authority no. 456629.

 

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

All calls are recorded for training and monitoring purposes to ensure that regulatory standards are met and to evidence any business transaction that may take place.

Where you have a complaint or dispute with us, and we are unable to resolve this to your satisfaction, then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: http://financial-ombudsman.org.uk

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