The clock is ticking… have you used your ISA allowance for this tax year?
With the end of the tax year fast approaching, are you making the most of your ISA allowance before 5th April 2025?
Remember, you have an annual ISA allowance of £20,000. You can put that £20,000 into a Stocks and Shares ISA, a Cash ISA, or a mix of both. Either way, if you don’t use it, you’ll lose the unused ISA allowance for this tax year. And with it, the chance to enjoy any potential income or capital growth free of UK Income Tax and Capital Gains Tax.
If you have eligible children, you can also invest up to £9,000 per child in a Junior ISA each tax year. This is in addition to your own ISA allowance.
Explore our ISA products
A Stocks and Shares ISA is a great way to invest for the mid to long-term, ideally five or more years.
Important things to remember
Please remember the value of investments can rise or fall, and you may get back less than invested.
The value of tax benefits depends on individual circumstances and may change in the future.
NFU Mutual Financial Advisers advise on NFU Mutual products and selected products from specialist providers. When you get in touch, we’ll explain the advice services we offer and our charges.
Financial advice is provided by NFU Mutual Select Investments Ltd.
Looking for financial advice?
If you’d like some advice on your investments, one of our NFU Mutual Financial Advisers can help. They'll be able to recommend products that are right for you based upon your personal circumstances. You can book an appointment with an NFU Mutual Financial Adviser by either calling: 0800 622 323 or requesting a call back.