An ISA is a popular tax-efficient wrapper. It is rightly used by many UK taxpaying savers. ISAs are an important tool in mitigating your tax liability and improving your compounded investment returns from the income. As well as sheltering your cash, other asset classes can be added to your ISA to help give you a balanced and diversified investment portfolio with tax relief advantages for basic and higher rate tax payers. Wexdon will conduct a thorough investigation of your circumstances and attitude to risk. We will advise you on what ISA compliant investments will best suit you and how that fits into your bespoke financial plan.
Whatever you want to achieve with your investments, Wexdon will be there to help you achieve the success you desire.
Our initial appointment is free of charge – no matter how long it takes. Even if you live in a completely different part of the country, we are pioneering Skype conferencing for IFA meetings. All it will cost is a little bit of your time. Call us now to book an appointment to start the process. It is your first step to a brighter future.
The value of a unit linked investment is not guaranteed on encashment and you may not get back the full amount invested.