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ISA Contributions

Individual Savings Accounts (ISAs) are one of the most tax efficient investment vehicles currently available. The current annual allowance is £15,240 (from 6th April 2015).

ISAs do not attract income or capital gains tax and they don’t need to be declared on your tax return.

Many of PFM Dental’s clients make monthly ISA contributions in order to benefit from the discipline of long term savings. A contribution of £300 per month could build up savings of more than £49,500 over 10 years, depending on your approach to investment risk.*

*Assumes a return equal to the average active UK equity fund over 10 years to 24 April 2012 (6.2% annualised) – source Trustnet, 25 April 2012. The value of investments can fall and you may get back less than you invested. Past performance is no indication or guarantee of future returns.