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19.01.2022

Pre Tax Year end planning Tip 2

Nadia Khan DipPFS Cert CII (MP)
Nadia Khan DipPFS Cert CII (MP)
Wren Sterling
Financial Adviser, Mortgage Adviser, Will & Estate Planner, Investment & Wealth Manager, Pension Adviser

Pre Tax Year end planning Tip 2

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Make the most of your ISA allowance

  • Everyone can take advantage of their annual tax free ISA allowance. For the 2021-22 tax year, you can deposit up to £20,000 into ISAs. This is unchanged from 2020-21.
  • This can all be put in a cash ISA, a stocks and shares ISA, or split between both cash and stocks and shares.

Did you know

  • Children under the age of 18 can have Cash and Stocks and Shares ISAs

Keep an eye out on the next planning tip. 

  • ISA
  • Stocks and shares ISA
  • Junior ISAs
  • tax year planning
Nadia Khan DipPFS Cert CII (MP)
Nadia Khan DipPFS Cert CII (MP)
Wren Sterling
Financial Adviser, Mortgage Adviser, Will & Estate Planner, Investment & Wealth Manager, Pension Adviser

I am an Independent Financial and Mortgage Adviser and have worked in Financial Services for over 12 years. During my career I gained experience in assisting both individual and corporate clients.…
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