Endowments

THE VALUE OF INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

TAX TREATMENT VARIES ACCORDING TO INDIVIDUAL CIRCUMSTANCES AND IS SUBJECT TO CHANGE.

TAX-EFFICIENT SAVINGS

The total ISA allowance is £20,000. You must invest your allowance by 5 April (tax year end) or you’ll lose it.

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Where we are

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John Mayhead & Associates is an appointed representative of Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd, which is authorised and regulated by the Financial Conduct Authority. 

The Financial Conduct Authority does not regulate advice on commercial and agricultural mortgages, buy to let mortgages, or advice on some tax matters.

The information and content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

 

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