Summer 2018 Newsletter

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Our feature article in the latest Summer edition of our newsletter is ‘Which is the right ISA for you?’ where we look at the potential of the full range of ISA tax wrappers. With a variety of government-funded enticements, but also restrictions on when you can invest and withdraw your money, it isn’t always clear which option to choose.

With the Spring Statement behind us and the introduction of a single Budget each, now in November, we entered the 2018/19 tax year with a much clearer idea of the landscape. The absence of last-minute surprises to take into account gives us all more time to focus on effective planning for the coming year. With significant changes affecting some investment opportunities, this could be the perfect opportunity for you to review your arrangements.

Other stories you’ll find in our Summer newsletter include:

• A new era for VCTs and EISs
• Reduced protection for mortgage payments
• Stuck in frozen tax thresholds?
• Interest rates are set to rise

We look forward to bringing you our next update in September before all eyes turn to the Chancellor’s final Budget ahead of Brexit. Please do get in touch if you think you may be affected by any of the topics in this edition.

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