Have you utilised your 2006/7 £7000 tax exempt ISA allowance? You still have enough time to place your savings in a tax free environment. But time is ticking and remember, if the allowance is not utilised it is lost.

The investment opportunities are endless. Allow us to create a suitable investment portfolio for your savings, be it via MultiManager funds, Distribution funds, Equity or Commercial Property funds.

The rules governing ISAs are set to change in April 2008 by allowing clients with MINI Cash ISAs to move into Stocks & Shares ISAs without losing tax relief.

The distinction between MAXI and MINI ISAs which can cause some confusion among clients will be lost. ISAs will be known purely as either Cash ISAs or Stocks and Shares ISAs.

Speak to one of our Independent Financial Advisers for more information and how the new changes affect you.

If you could not find the information you require please feel free to contact us.