St. James's Place ISA
Your annual ISA allowance plays an increasingly valuable part in your financial planning and yet, if you do not use it, you lose it.
St. James’s Place Wealth Management can provide a distinctive arrangement for your ISA, helping you to make the most of your annual ISA allowance.
Following the government's previous announcement that the allowance will rise annually in line with inflation, the 2012/2013 tax year has seen the limit increase to £11,280. However, you should bear in mind that the favourable tax treatment given to ISAs is subject to changes in legislation and may not be maintained in the future.
It is also important to remember that a Stocks and Shares ISA offers a wider range of investment options which can help cushion you from the ups and downs of stock markets.
Don't miss out
At St. James’s Place Wealth Management we can provide the guidance to help you make the most of your ISA allowance.
We have a distinctive approach to investment management; one which utilises the expertise and experience of some of the top investment managers from across the world, who specialise in strategies aimed at obtaining attractive levels of income and capital growth through investment in UK and international equities, fixed interest securities, commercial property and alternative assets.
Our Portfolios
We recognise that choosing how to invest your money can seem daunting and so to help you choose investments that are appropriate to you, we also offer a range of carefully constructed, risk-rated portfolios.
Our range of portfolios enables you to spread your investments across a wide range of asset types and countries, and to choose fund managers with different investment styles to create a balanced and diversified investment solution.
Visit the St. James's Place ISA website (opens in new window) to find out more, or alternatively request a call from a St. James's Place Partner to discuss your requirements in detail.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.