Investments
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The value of your investment can go down as well as up and you may get back less than you invested. Tax concessions are not guaranteed and may change.
Taxation Planning is not regulated by the Financial Conduct Authority.
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Here we attempt to explain in simple terms all the different asset backed investments open to the individual investor, from contribution levels right through to taxation treatment of each investment.
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In this document we look at all the various deposit based investment vehicles available in the marketplace today and what they mean to the individual investor.
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In 2017 the contribution limit for Cash ISAs and Stocks and Shares ISAs was effectively merged, with the overall limit increased to £20,000
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This document looks at the different investment vehicles available to the individual investor together with the key points to note. This is an at-a-glance guide with more detailed information being contained in the other documents on this page. The value of investments and income from them may go down. You may not get back the original amount invested and the levels, basis and reliefs of taxation are subject to change.
The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren't able to resolve themselves.
To contact the Financial Ombudsman Service please click here.
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