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Are you up to date with this tax year’s allowances for pension, investment & savings?

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Approved he Openwork Partnership May 2023

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Life after your Fixed Rate mortgage
Investing for children
Can You Be Your Own Financial Adviser?
The pros and cons of 40-year mortgages
Tax Allowances

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Telephone: 01253 886600
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12-14 Breck Road
Poulton-Le-Fylde
Blackpool
Lancashire
FY6 7AA

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If you’re a First Time Buyer we’re the advisors for you!
Your Home May Be Repossessed If You Do Not Keep Up Repayments On Your Mortgage

When we provide a service to our clients, we work

When we provide a service to our clients, we work as a team to ensure the best possible service. Reading reviews that recognise the team is lovely, thank you Lisa ⭐

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Parents want to ensure that their child has a brig

Parents want to ensure that their child has a bright and secure future; one way to do this is by investing on their behalf. The earlier you start investing, the better. Time is a powerful tool for investing; the longer you have, the more your money can grow. Small monthly investments started early make a big difference.

The main ways to invest in a child’s future in the UK are:
👶 Junior ISA (Individual Savings Accounts) – a tax-efficient investment method for your child's future. They have a tax-free allowance of £9,000 per tax year, which can be invested in cash, stocks and shares, or a combination of both. The funds are locked in until the child reaches the age of 18, and the account automatically converts to a standard adult ISA.
👶 Savings accounts – You can start an account with as little as £1 for any child up to 18. There are two types of savings accounts: regular and instant access. Regular savings accounts are designed to encourage children to save an amount every month and often run for a set amount of time; instant access allows you or your child to withdraw or deposit money at any time.
👶 National Savings and Investment (NS&I) Premium Bonds – NS&I Premium bonds are investments in savings accounts that allow penalty-free withdrawals. There is no interest earned, the interest rate funds are placed in a monthly draw, and any prize won is tax-free.
👶 Self-Invested Personal Pensions (SIPP) – Your child’s retirement may seem a world away, but you could consider opening a SIPP to invest in their future. Parents can benefit from the tax relief associated with SIPP as they can invest up to £2,880 each tax year with a 20% government top-up and an annual contribution limited to £3600.
👶 Child Trust Funds (CTFs) – Child Trusts Funds (CFTs) are no longer available; you can contribute up to £9,000 a year into an existing CTF account. If a child was born between 2002 and 2011, they might have a Child Trust Fund. These can be transferred into a Junior ISA.

It’s important to remember investing is a long-term game, and staying consistent with your contributions will pay off. Consistency is key when it comes to building wealth over time.
#investing #child

Helping our clients find the right mortgage is ext

Helping our clients find the right mortgage is extremely important to us; we love knowing that we are helping homeowners.

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How are we supposed to get any work done with this cuteness overload? Meet Bruce 🥰
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Appletree Financial Solutions Ltd is registered in England & Wales no. 05639143. Registered Office: 12-14 Breck Road, Poulton Le Fylde, FY6 7AA
Appletree Financial Solutions Limited is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised
and regulated by the Financial Conduct Authority.

The information on this website is for use of residents of the United Kingdom only. No representations are made as to whether the information is applicable
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