PROMOTIONSpring into thenext financialseasonimpending doom andgloom, butthis is when the opportunities aremost likely to present themselvesfor view Where to invest and how arethose with a medium to long termoutlook whbo are willing to put inthe one size fies all' answer does not exlsgroundwoek. Startingwith SAswediscuss with our clients, from bothan investment and tax planning pointeven more important questions, and aWe understand that eachelient hasCarolyn Black, Associate Directorwith Myddlieton Ceotsthegreen shooes odISAs are a vital tax planning toolwith an anual indhidual allowaeis traditionally about owof£20,000, The wrappers have comea long way since the carly days whenthey replaced PEPs(Personal Equitytheir own individaal requirementsspringare in full swing, itwhich is where Myddleton Croft'sbespokeinvestment managementcomes into its ow For esample, non-equity income locussed investmentsthat we begin to ventureinto the garden of an evening t0consider summer holidays in affPlans) and novw there are severalplaces and to begin theannual swap different types o ISA availableofwinter woollies in favur ofmoreappropriate summer attire Before you Which type of ISA to choose andfually immerse yourselfin the carefreeEnglish spring/ summer season, it isworth ensaring that the last few bits ofwinter financial admin are dealtwith.can provide exposure to assets whichhave low correlation to stockmarketswhich are above those availableinclients who do not need the incomeincluding Cash and Stocks& Sharshilst generating income streamswhere to invest it will be determinedbanks and building societies. Foreach year by a number of differentfactors, not least your objective for themonies your attitude to riskandalsoyour investment timeframe.and where focus is on makingtheirngsgrow, diverse globalequityexposure could be an appcopríatehome for their ISA investmentsFirst to tick off thelist is the anmualStocks & Shares ISAs are useful asthey have the potential to combinetax-free capital growth with thereturn submission-ever the mostSo, before you sit back and relaxinto what we hope will be anotherlong hot Beitish summer, why notuse this season to spring-clean yourinvestments, ensuring that they are astax efficient as possible andthat youfulfilling once the return is bled fuch-needed requirement forax-ellicient income in the currentagenda should be ISAs and ensuring lowinterest rate emironment. Thisthat your cash and investments arestructured tax efficiently in the new diversified ISA portfolios, which cantax year On the investment fronthere are certainly many reasonsto be fearfal at present. Indeed.we could likely work through thealphabet and list an uncertaintyfor every letter, starting wich A forAmerica, B for Brexit, Cfor China,D for Debtand soon.. There willalway%be commentators whopredictprovides the opportunity for wellaremaking the most of your annualinclude a variety of eligible assetsfrom higherriskAIM companies togeneralist collective investmentsand cashISA allowance?the avlase of inpestments and anyecome from them moay go down aswel as up and you may get back leshyou inrested. Past performanceis not a guilde do futare performanoeHow to structure your investmentsto include ISAs whilst also makinguse of allowances such as the Capital and may mot be repeated. Please seekGains Tax allowance and the tax free financial advice to ensure that ourdividend allowance isa strategy thatservicesaresaitableforyour nmt Airport West, Lancaster Way, Yeadon, Leeds LS197ZA0113 274 7700info@mcim.co.uk www.myddletoncroft.co.ukMyddleton Croft

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PROMOTION Spring into the next financial season impending doom andgloom, but this is when the opportunities are most likely to present themselvesfor view Where to invest and how are those with a medium to long term outlook whbo are willing to put inthe one size fies all' answer does not exls groundwoek. Startingwith SAs wediscuss with our clients, from both an investment and tax planning point even more important questions, and a We understand that eachelient has Carolyn Black, Associate Director with Myddlieton Ceot sthegreen shooes od ISAs are a vital tax planning tool with an anual indhidual allowae is traditionally about owof£20,000, The wrappers have come a long way since the carly days when they replaced PEPs(Personal Equity their own individaal requirements springare in full swing, it which is where Myddleton Croft's bespokeinvestment management comes into its ow For esample, non- equity income locussed investments that we begin to venture into the garden of an evening t0 consider summer holidays in affPlans) and novw there are several places and to begin theannual swap different types o ISA available ofwinter woollies in favur ofmore appropriate summer attire Before you Which type of ISA to choose and fually immerse yourselfin the carefree English spring/ summer season, it is worth ensaring that the last few bits of winter financial admin are dealtwith. can provide exposure to assets which have low correlation to stockmarkets which are above those availablein clients who do not need the income including Cash and Stocks& Shars hilst generating income streams where to invest it will be determined banks and building societies. For each year by a number of different factors, not least your objective for the monies your attitude to riskandalso your investment timeframe. and where focus is on makingtheir ngsgrow, diverse globalequity exposure could be an appcopríate home for their ISA investments First to tick off thelist is the anmual Stocks & Shares ISAs are useful as they have the potential to combine tax-free capital growth with the return submission-ever the most So, before you sit back and relax into what we hope will be another long hot Beitish summer, why not use this season to spring-clean your investments, ensuring that they are as tax efficient as possible andthat you fulfilling once the return is bled f uch-needed requirement for ax-ellicient income in the current agenda should be ISAs and ensuring lowinterest rate emironment. This that your cash and investments are structured tax efficiently in the new diversified ISA portfolios, which can tax year On the investment fron there are certainly many reasons to be fearfal at present. Indeed. we could likely work through the alphabet and list an uncertainty for every letter, starting wich A for America, B for Brexit, Cfor China, D for Debtand soon.. There will alway%be commentators whopredict provides the opportunity for well aremaking the most of your annual include a variety of eligible assets from higherriskAIM companies to generalist collective investments and cash ISA allowance? the avlase of inpestments and any ecome from them moay go down as wel as up and you may get back les hyou inrested. Past performance is not a guilde do futare performanoe How to structure your investments to include ISAs whilst also making use of allowances such as the Capital and may mot be repeated. Please seek Gains Tax allowance and the tax free financial advice to ensure that our dividend allowance isa strategy that servicesaresaitableforyour nm t Airport West, Lancaster Way, Yeadon, Leeds LS197ZA 0113 274 7700info@mcim.co.uk www.myddletoncroft.co.uk Myddleton Croft