A
MORE
VALUABLE AND
FLEXIBLE OPPORTUNITY
ALLOWANCE
YOUR
ISA
The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Members of the St. James’s Place
Partnership represent St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. St. James’s Place Wealth Management plc,
St. James’s Place UK plc, St. James’s Place Unit Trust Group Ltd and St. James’s Place International plc are members of the St. James’s Place Wealth Management Group. St. James’s Place
UK plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. St. James’s Place Unit Trust Group
Ltd is authorised and regulated by the Financial Conduct Authority. St. James’s Place International plc is authorised and regulated by the Central Bank of Ireland. St. James’s Place Wealth
Management plc Registered Office: St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, United Kingdom. Registered in England Number 4113955.
The favourable tax treatment of ISAs may be subject to changes in legislation in the future.
The value of an investment with St. James’s Place will be directly linked to the performance of the
funds selected and may fall as well as rise. You may get back less than the amount invested.
An investment in a Stocks & Shares ISA will not provide the same security of capital associated with a Cash ISA.
From 1 July, the government has increased the annual ISA
allowance to £15,000 and introduced the freedom to invest or
save the allowance in any combination of stocks and shares or cash.
But with low Cash ISA rates being cut further, don’t waste this
valuable opportunity to create wealth for the future. Invest for the
long term to make the most of the tax benefits on offer.
For more information on ISAs and other
tax-efficient investments, please speak to
your St. James’s Place Partner.
