Did you know:

  • In April this year the ISA allowance increases to a maximum of £11,880 for the 2014/2015 tax year for new investments.A Lesson on ISAs
  • £11,880 is the total for Investment ISAs. Cash ISAs are limited to half of this.
  • Cash ISAs can be transferred to Investment ISAs (Advice should be taken from an Adviser).
  • You can’t rollover unused allowances into the next tax year.
  • ISAs are tax-efficient, but not tax-free.
  • ISAs are NOT EXEMPT from inheritance tax. Neither can ISAs be transferred to another person after the original owner’s death.
  • Don’t let your annual allowance go to waste! To invest new monies or review your current ISA portfolio, speak to us now.

Our Services and Charges:

An initial meeting is at our expense. To proceed further, advice charges will be clarified. Our terms of business can be found on our website  www.truebearing.co.uk