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Make the most of your ISA allowance

22 March 2010

As the end of the tax year approaches, we need to ensure you maximise the tax-efficient allowances available to you. An ISA remains one of the most tax-efficient methods of investing, but if your full allowance is not used within the tax year, this valuable opportunity is lost for good.

Available to download from our downloads section, is literature relating to the Skandia Investment Solutions ISA. If you are unable to download this information and you require a copy of this literature please let us know. This includes the Key Features Document, the Terms and Conditions, and the Funds List, which provides more detailed information about the range of funds available as well as the charges applying to them. If you would like a copy of any of these documents, please let me know. You will also find copies on the Skandia website referred to in the enclosed fund information document. We will provide you with a copy of the Key Features Document and Terms and Conditions upon receipt of your application.

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Gemini Wealth Management Ltd is Authorised and regulated by the Financial Services Authority Registered in England & Wales No. 5919877 Registered Office: Gemini House, 71 Park Road, Sutton Coldfield, West Midlands B73 6BT The Financial Services Authority does not regulate tax and trust advice, will writing and some forms of buy to let mortgages. The guidance and/or advice contained in this website is subject to regulatory regime and is therefore restricted to consumers based in the UK.

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