Independent Financial Planning

T: 0141 226 3184 | E: aw@fitzroywm.co.uk

ISAs

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ISAs

Individual Savings Accounts (ISA’s) are tax free investments available for either cash or stocks and shares investment.

Fitzroy Wealth Management do not offer advice on cash ISA’s, but offer advice on Stocks and Shares ISA’s.

Our research constantly confirms better returns are achieved from stocks and shares ISA’s over the medium term compared to cash ISA’s.

ISA’s are particulary advantageous to higher rate taxpayers as both the income and growth produced by these investments are free of both capital gains tax and income tax. The maximum amount which can be invested for the tax year 2017/2018  is £20,000.

Investments
Pensions
At Retirement Planning
Inheritance Tax Planning
Equity Release
Protection

Ongoing Advice

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