ISA

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If you are looking at savings and ISAs or planning your finances, please feel free to contact us. We can discuss your specific circumstances to help you plan tax efficiently.

Details2021/222022/23
Overall annual investment limit£20,000£20,000
Combined total of cash, stocks and shares£20,000£20,000
Junior Account Limit£9,000£9,000
Lifetime ISA£4,000£4,000

*From 6 April 2015, the surviving spouse or civil partner is allowed to invest an additional amount in their own ISA equivalent to the value of that deceased saver1s ISA’s.

From 6th April 2016, the government introduced flexible ISAs whereby amounts withdrawn during a tax year are not deducted from the investment limit.

A new 11 Help to Buy” ISA scheme, launched on 1st December 2015, helps new first-time buyers with the government topping up £50 for every £200 the first-time buyer saves up to a maximum of £3,000 top up for a £12,000 saving.

Disclaimer : This website and its contents have been produced as a helpful reference point. The information should be used as a guide only and your specific circumstances are best discussed directly with us.

No reliance should be placed on this material and no action should be taken without seeking the appropriate professional or legal advice. Although the
authors make reasonable efforts to ensure the content of this website is accurate and up-to-date, the authors make no representations, warranties or
guarantees that the content is accurate, complete or up-to-date and accept no responsibility whatsoever for any loss occasioned by anyone acting on information without this website.

Our service to you

If you are a self employed, business owner/director of company looking to get your accountancy and taxation matters sorted, look no further. We are pro-active and easily accessible accountants and tax advisors, who will not only ensure that all your filing obligations are up to date with Companies House and HMRC, but also you do not pay a penny more in taxes than you have to. We work on a fixed fee basis and provide same day response to all your phone and email enquiries. We will also allocate a designated accounts manager who would have better understanding of your and business financial and taxation affairs. Book a free consultation call using the link below.

Related pages:

Get further information from the following pages;

Income Tax Rates

Income Tax Allowances

Related Blogs:

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