ISA
Beat the ISA deadline
As an ISA investor, you will be already aware of the valuable tax benefits that an ISA can offer you. The current tax year ends on 5 April 2012 – so you should act soon to maximise your allowance.
The overall allowance for 2011/2012 tax year is £10,680. Up to £5,340 of the ISA allowance can be saved in a Cash ISA with one provider. The remainder of the £10,680 can be invested in a Stocks & Shares ISA. Alternatively the full £10,680 can be invested in a Stocks & Shares ISA with one provider.
Have you used your full annual allowance?
We recently sent you a statement that detailed the amount that you have invested into your ISA as at 31 December 2011. If you have not used your full allowance for 2011/2012 then you may wish to make an additional investment so that you can enjoy the full tax advantages of your ISA.
Making an additional investment today
Simply download an application form to make an additional investment. Please complete your details and return along with a cheque (if applicable) payable to Aviva Investors UK Funds Limited. If you are in any doubt whether or not an investment is suitable for you, we recommend that you consult a financial adviser before investing.
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In order for you to take advantage of this year’s allowance, we need to have received your application and cheque by 5 April 2012
Before you invest in a fund, you should consider and understand the risks of investing. Full information on the funds and the risks associated with investing can be found in the relevant Simplified Prospectus and ISA Terms & Conditions which are available on our Literature Library page
Make the most of your increased ISA allowance for 2012
In the June 2011 Budget, the government confirmed that from 6 April 2012 the annual ISA limits will increase in line with the Retail Price Index (RPI). As a result, your annual ISA allowance for 2012/13 tax year is £11,280. Up to £5,640 of the ISA allowance can be saved in a Cash ISA with one provider. The remainder of the £11,280 can be invested in a Stocks & Shares ISA with the same or another provider.
Important Dates
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Last date to invest in 2011/2012 tax year |
5 April 2012 |
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First date we can accept applications for |
13 February 2012 |
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2012/2013 tax year begins |
6 April 2012 |
| Last date we can accept applications to amend regular savings for collection from 6 April 2012 |
19 March 2012 |