With the ISA allowance rising to £10,200 from 6 October for the over 50s, the market bounce and the prospect of increased personal taxation, many investors will be considering the investment opportunities that now present themselves and how best to capitalise on the increased tax-free allowance.
They’ll also be looking at their current fund holdings, reflecting on their investment strategy and considering whether their funds are keeping pace and providing the income or capital growth they require.
That’s why we’ve introduced our ISA ‘scrappage’ offer which may provide a timely opportunity to invest or transfer ISA monies into Fidelity fund choices and earn clients up to £300 cashback*.
This offer is available on more than 50 ISA-qualifying Fidelity funds across a broad range of income and growth objectives, including all our more popular funds (see table below).
With markets on the move and increased ISA allowances available soon for the over 50s, ISAs are truly coming into focus.
Trade up to a classic
Don’t miss this opportunity to invest or transfer assets into Fidelity’s market-leading ISA. Maximise the client cashback benefit for larger ISA transfers – but don’t delay in submitting applications. This offer is available for a limited period only*.
Tags: ISA
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