13th March 2012

FundsNetwork - maximise your ISA opportunity

As the end of the tax year approaches, don’t miss out on this year’s bigger ISA opportunity. With the 2011/2012 and 2012/2013 ISA tax years to invest in, coupled with the introduction of the Junior ISA in November last year, a family of four could shelter £58,320 from the taxman.* 

Plus, to help make ISA investment selection easier, FundsNetwork™ have three different ISA pack options for you to choose from:

• Bespoke fund selection – Use their generic ISA packs with your own fund selection. You can use their Fund Evaluator to review the funds chosen.
• OBSR ISA packages – They have again teamed up with OBSR to provide a shortlist of 16 funds within 4 different risk categories to make selection easier.
• Managed ISA solutions – You can recommend the Fidelity Multi Asset Allocator funds from the new FundsNetwork™ Navigator service in line with a client's attitude to risk.

Also if any of your clients do not want to miss out on their ISA allowance but are unsure about whether to invest or where to invest, the FundsNetwork ISA Cash Park provides a temporary shelter for their money.**

Plus if you want to run a successful ISA campaign and find out how to get the most from your FundsNetwork client book this ISA season, sign up to their online training.

Don’t miss out on this ISA opportunity and download or order FundsNetwork's support material today.

Tax, Trust & ISA, Investments