ISA Allowances
2008/9
Annual ISA allowance £7,200
- A combination of Stocks & Shares and Cash (maximum of £3,600) up to the annual allowance of £7,200
- Alternatively:
- A Stocks & Shares ISA up to maximum £7,200
| Example A | Example B | Example C |
| Invest £7,200 in Stocks & Shares |
Invest £2,000 in cash with a bank/building society and invest £5,200 in Stocks & Shares |
Invest £3,600 in cash with a bank/building society and invest £3,600 in Stocks & Shares |
Any further queries on the allowances for this year or next?
Call us FREE on 0800 597 2525, or email us on invest@willisowen.com.