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Tax treatment is dependent upon individual circumstances and may be subject to change in the future.

 

Not all areas of Tax Planning are regulated by the Financial Conduct Authority.

 

The value of your investment and any income from it may go down as well as up. You may not get back the original amount you invested’

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CASH ISA

Making the most of your investments and savings.

There are also different types of ISA deposit accounts including those that offer immediate access to capital and those that are fixed for a period of time. The general rule is that that the longer the tie in the better the rate but this is not always the case. It is also important to review existing ISA accounts before investing new money as there may advantages to investing larger sum.

 

MK Financial Planning Limited is an appointed representative of pi financial ltd: Company Number 3556277. pi financial ltd is authorised and regulated by the 

Financial Conduct Authority and appear on the FCA website under reference 186419.

 

MK Financial Planning Ltd registered address is Financial House, Suite A, 267 Southmead Road, Westbury On  Trym, Bristol, BS10 5EL

 

; MK Financial Planning Ltd registered in England No: 05487160 and appear on the FCA website under reference 435374; pi financial ltd is registered in England. Registered address - Morfe House, Belle Vue Road, Shrewsbury, SY3 7LU

 

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Important Risk Information:

 

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

 

Different types of investment carry different levels of risk and may not be suitable for all investors. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice

An Individual Savings Account (ISA) is a personal savings vehicle designed to provide individual investors with the opportunity to save tax efficiently over a period of time. Isa’s were introduced by the UK government in 1999 and over the last 12 years ISA rules and limits have been amended on a regular basis.

 

Cash Isa’s allow an individual to protect their deposit based capital against income and capital gains tax. Subscription limits are amended annually and it is important to shop around because ISA deposit rated vary significantly between providers.