'Budget for Savers'
George Osborne's budget last month was described as being a 'budget for savers', as he announced new measures to help savers and give individuals greater freedom over how they could access their pension savings.
Also, from 1st July 2014, an ISA will automatically change to a 'New ISA' (NISA) with an annual allowance of £15,000, along with an increased allowance for Junior ISAs to £4,000.
The message was clear the government wants to encourage savings and individuals to take a more active role with their future investment needs.
At James Brearley & Sons we specialise in working with clients looking to grow funds for capital or those looking for income and can provide a full discretionary investment management service for clients with an initial investment of £50,000.
If you would like to discuss your current portfolio or receive any further information on our discretionary investment management service we would be happy to meet with you.
Email firstname.lastname@example.org or contact your existing regional office.