Warwick Financial Solutions Ltd

APPLY ONLINE FOR YOUR 2010/11 STOCKS AND SHARES ISA []

To apply online for your Fidelity Funds Network ISA or re-register your existing investments click here.

Clients with existing Fidelity Funds Network investments can click here to view their current holdings, including up to date valuation (you will need to register for this service).

A GREAT OPPORTUNITY TO PROTECT YOUR MONEY FROM THE TAXMAN

 The revised  ISA allowance which came into effect on 6 October means that the 21 million* people in the UK who will be aged 50 or over by 5 April 2010 can save an additional £3,000 in an ISA. This rise from £7,200 to £10,200 is an exciting opportunity that could make a real difference to your investments and a valuable chance to protect further savings from the clutches of the taxman

*Source: TGI GB 2009 Q2 (January 2008 - December 2008); © BMRB Supply of TGI data to non-subscribers is prohibited.

 

IT’S A SAVING THAT CAN REALLY ADD UP OVER THE YEARS...

 

Putting aside that extra £3,000 now could make a real difference in the years to come. Your extra £3,000 could be worth £4,810 after ten years and £10,300 after 25. The figures shown are based on a typical UKcould be worth £4,810 after ten years and £10,300 after 25. The figures shown are based on a typical UKequity fund with an initial charge of 3.5%, a growth rate of 7% and annual fund charges of 1.67%.

 

These figures are only examples of how your investment might grow and are not a reliable indicatorof future performance.

 

...ESPECIALLY IF YOU USE THE EXTRA ALLOWANCE EVERY YEAR

 

The extra allowance is worth even more if you plan to use it every year. You would need to invest just£250 a month to use this extra allowance over the course of the year, and it could grow to £37,800 afterten years. That’s on top of your current ISA allowance. After 25 years it could be worth an impressive£146,000 – just for putting aside an additional £250 a month. The figures shown are based on a typicalUK equity fund with an initial charge of 3.5%, a growth rate of 7% and annual fund charges of 1.67%.

 

These figures are only examples of how your investment might grow and are not a reliable indicator of future performance.

 

AND THE TAXMAN CAN’T TOUCH IT

 

Don’t forget, any money you save in an ISA is free from capital gains tax. There is also no further tax to pay on any income you receive. This means you can build up a substantial sum over the years, whichyou can withdraw whenever you want.

 

WHY I RECOMMEND FIDELITY FUNDSNETWORK FOR YOUR ISA

 

Fidelity FundsNetwork™ is one of the UK’s leading fund platforms and is trusted by over 450,000investors in the UK alone. They offer over 1,100 funds from more than 65 leading investment companies,including their own award-winning range. This means you can hold funds from more than one companyin the same account – making it easier for us both to monitor your portfolio, switch funds and makeadditional investments.

 

For more information or to apply for your ISA please contact us:-

 

To apply online for your Fidelity Funds Network ISA or re-register your existing investments click here.

Telephone               01926 400441         01926 400441

 Fax: 01926 400488

 or email at: info@warwickfs.co.uk  or use the 'Apply Now' box below:

                                                                                     

 

 

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