Herald - Issue 403
Page 52 • The HERALD • 11th March 2021 v SUPPORT YOUR LOCAL SPECIALISTS v NP Bookkeeping & Accounting • Bookkeeping, VAT, Payroll • Streamlined Services & Free consultation • Insured & Certified 07742 613615 or nandie.pretorius@np-bookkeeping.co.uk ASK A PROFESSIONAL BACK TO LIFE – BACK TO NEW REALITY! by Michael Osman, Oyster Financial Planning On the horizon we have Boris’s road map out of lockdown, a path back to a new reality until the world is vaccinated! We also have Easter, which hopefully will give an opportunity for the public to be able to spread their wings a little…. ngers crossed. Easter will also herald the start of a new tax year. In my world as a nancial planner a New Tax Year represents lots of positive opportunities for our clients. A fresh £20,000 ISA allowance is available to everyone eligible as well as a new annual allowance into Junior ISAs. People also have the ability to make new or increased pension contributions. Coupled with lower investment markets there remain excellent opportunities with the right planning for clients existing or new to really take advantage. e best way to do this is to contact a professional, like myself at Oyster in Hythe (opposite Lloyds Bank). At the time of writing, I’m not sure if we will be open again to the public or using Zoom – either way we can help. We can discuss your investment needs. One approach is to ask you how much you wish to invest and how long for? We can also discuss your short and long term objectives enabling us to advise you how much you needed to invest, into what investment, for how long and with the appropriate risk pro le. If you are looking to take advantage of what the new tax year brings you, please do get in touch: michael@oyster nancialplanning.co.uk or call: 023 8084 8410. the appropriate level of risk you should be taking with every investment? Another approach is to work with us to create a personalised nancial plan. We will then have a clear understanding of Michael Osman
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