Tax allowances affecting investments are changing on 6th April 2023.

Tax-year-end planning shouldn’t be a rush, but with key allowances being reduced over the coming years, it might be worth checking in with us to find out if you can mitigate their impact by planning ahead now.

This makes using tax allowances more important than ever. Don’t miss out on this tax year!

Read our pdf to find our more: Tax Healthy ISA


The value of an ISA with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.