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Get a head start with your money in 2016

Get a head start with your money in 2016

The new year is a new start – so if you have great intentions for 2016 (or you didn’t achieve what you wanted to achieve with your money last year), why not get a head start before any more precious January seconds pass by? Bestinvest is here to help you with making the most of your money, this year and into the future.

Not got a grip on your pensions? Speak with our experts

Pensions are investments and your quality of life in retirement depends on their success. Reviewing your pensions and getting your old accounts in order could prove to be a really simple way to give your savings a boost.

Our resident experts on pensions are more than happy to offer you a free, no-obligation pension review, whatever shape your pensions are in. You can make today the day to book a review and get to grips with your pension.

Get on track with a financial planner

If you’d like to give your finances a check-up, we can help – make sure that you’re on track by speaking with our financial planners. They can talk to you about everything from retirement planning to passing on your wealth.

With financial planners all over the country, you’ll receive a local and professional service. Your initial consultation is free and there’s no obligation to do any business with us – book one here today. You can also download our guide to find out more about the service prior to booking a consultation.

Is 2016 the year to have your investments managed?

If you no longer have the time to commit to investing, you can let the professionals do it for you. With one of our Ready-made Portfolios, just choose the set of investments that suits your goals and attitude to risk – our experts then manage it for you over time.

There are four Ready-made Portfolios to choose from, including the Portfolios designed to grow your investment and the one designed to give you an income. It’s really quick and simple to get started, so why not check them out here? If you want more information on them before you invest, take a look at our Ready-made Portfolios guide here.

Don’t forget your tax allowances

Remember that if you don’t use your £15,240 ISA allowance before the tax year end, you lose it. Readers of the Financial Times voted us Best Self-select ISA Provider in 2015 – when choosing an ISA, why not go with an award-winner? You can read more about your ISA allowance and open an ISA with us here.

When it comes to your pension, have you thought about our award-winning Best SIPP? We were voted Best Direct SIPP Provider at the 2015 Your Money Awards. A SIPP is a Self-invested Personal Pension and is tax-efficient, as you receive tax relief on pension contributions and investments grow free from Income Tax and Capital Gains Tax (except for the 10% tax on dividend income). With our easy-to-set-up SIPP, you can choose to have your investments managed by our experts or you can look after them yourself. For more information on your allowances, and to open a SIPP, take a look at our dedicated Best SIPP page here.

Talk to us about your investments

If you have any questions about anything featured in this article, or you simply want to discuss your investments in general, please give us a call. The number is 020 7189 2400 – one of our friendly professionals will be able to help.

Alternatively, just request a call back or send us an email at best@bestinvest.co.uk and we’ll be in touch with you as soon as we can.

The value of your investment can go down as well as up, and you can get back less than you originally invested.

The Bestinvest Online Investment Service, including any account analysis and investment reports provided by our guidance services, is an online execution-only dealing service for investors who want to make their own investment decisions. It does not provide advice on the suitability of products and investments; if you are unsure about the suitability of any investment you should seek professional advice. Clients of our Investment Advisory Service and Managed Portfolio Service can use the website to obtain current valuations of their investments but cannot trade on these accounts online and should call their adviser if they wish to discuss changes to their investments.

Past performance or any yields quoted should not be considered reliable indicators of future returns. Restricted advice can be provided as part of other services offered by Bestinvest, upon request and on a fee basis. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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© Tilney Bestinvest Group Ltd 2016.

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