Welcome to the latest issue of Vision Magazine from SG Wealth Management. Each tax year, we are each given an annual Individual Savings Account (ISA) allowance. The new ISA limit for 2017/18 is £20,000. It is a “use it or lose it” allowance, meaning that if you don’t use all or part of it in one tax year, you cannot take that allowance over to the next year.
From 1st November 2020 onwards, Architas fund names will change to reflect that they will now be managed by Liontrust