Individual Savings Accounts (ISAs)

Under the so-called New ISA, the contribution limit for Cash ISAs and Stocks and Shares ISAs has effectively been merged, with the overall limit increased to £20,000

Investment Overview

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.

Deposit Based Investment

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.

Asset-backed Investments

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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Opening Hours

Monday – Friday 9am-5pm 
Weekend – Closed

Address

Crafton House,
Rosebery Business Park,
Mentmore Way, Poringland,
Norwich, Norfolk,
NR14 7XP

Get In Touch

Fill in the form below and our team will be happy to assist you

Opening Hours

Monday – Friday 9am-5pm 
Weekend – Closed

Address

Crafton House,
Rosebery Business Park,
Mentmore Way, Poringland,
Norwich, Norfolk,
NR14 7XP