Investments

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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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EQUITY ISA

Making the most of your investments and savings.

The return on your equity ISA is entirely dependant on the performance of the equity based investment held inside your ISA wrapper. When deciding on a particular fund or product you need to consider your attitude to risk and whether you are comfortable managing your own funds. If you would prefer to receive professional advice this can be provided through us.

 

We can advise you as on specific funds or a range of funds in conjunction with our discretionary funds managers. Alternatively structured products including products which include capitol protection can be purchased through an ISA wrapper.

 

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.

 

If the cash ISA allowance is not fully utilised the balance may be used for the equity element up to the maximum allowed. Equity ISA’s allow an individual to protect their equity based capitol against income and capitol gains tax although the tax credit on dividends has been removed.