FOCUS
ON MAKING THE MOST OF YOUR ISA ALLOWANCE
The government has made clear the importance of ISAs in the personal savings landscape . Making the most of your annual allowance before the end of the tax year can help you generate tax-efficient capital and income for the future . Our clients have entrusted us with £ 14.2 billion of ISA investments . Our distinctive investment management approach and quality advice can help create the financial picture you ’ re hoping for .
Capture the moment . Act by 5 April .
The value of an investment with St . James ’ s Place will be directly linked to the performance of the funds selected and the value may fall as well as rise . You may get back less than you invested . The favourable tax treatment of ISAs may be subject to changes in legislation in the future .
DAVID PATTERSON
Senior Partner
Tel : 020 7744 4486 Email : professional . consulting @ sjpp . co . uk Web : www . dpatterson . co . uk
The Partner represents only St . James ’ s Place Wealth Management plc ( which is authorised and regulated by the Financial Conduct Authority ) for the purpose of advising solely on the Group ’ s wealth management products and services , more details of which are set out on the Group ’ s website www . sjp . co . uk / products . The title ‘ Partner ’ is the marketing term used to describe St . James ’ s Place representatives .
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