Braemar Wealth Management

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    • Choose from 1886 funds from 57 product provider
    • Save £££s on setting up charges
    • Total investment flexibility
    • Invest in funds with as little as £50 per month or a lump sum of just £1,000
    • Alternatively re-register funds free of charge

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What investments can you make?

ISA rules are changing from 6 April 2008

From that date:

  • The annual ISA investment allowance will be raised to £7,200. Up to £3,600 of that allowance can be saved in cash with one provider. The remainder of the £7,200 can be invested in stocks and shares with either the same or a different provider.
  • ISA savers will be able to invest in two separate ISAs each tax year; a cash ISA and a stocks and shares ISA. Mini and maxi ISAs will no longer exist.
  • Mini cash ISAs, TESSA-only ISAs (TOISAs) and the cash component of a maxi ISA will automatically become cash ISAs.
  • Mini stocks and shares ISAs and the stocks and shares component of a maxi ISA will automatically become stocks and shares ISAs.
  • All Personal Equity Plans (PEPs) will automatically become stocks and shares ISAs
  • ISA savers will be able to transfer money saved in their cash ISA to their stocks and shares ISA

New Unit Trust / OEIC – these are investments you can make if you wish to invest outside of an ISA

Transfer or re-register – are you unhappy with your performance of, or charges on, your existing PEP or ISA

Top Five Funds

  • Invesco Perpertual High Income
  • Fidelity European
  • Schroder UK Mid 250
  • CF Midas Balanced Growth Acc
  • Neptune Global Equity A

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Would you like assistance?  If so, please contact us to discuss your requirements in more detail.

 

Access to 1,886 funds from 57 fund managers

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includind Artemis, Incesco, Fidelity and Jupiter

Investment Terms Explained ...
 

Braemar Wealth Management (NW) Limited is authorised and regulated by the Financial Services Authority. Braemar Wealth Management (NW) Limited is entered on the FSA register (www.fsa.gov.uk/register/) under reference 425022. The FSA does not regulate some forms of tax planning and investment structures.
Registered in England & Wales, number 05328421. Registered office – 38 Woodlands Parkway, Altrincham, Cheshire WA15 7QU