Just over 24 hours until the end of the tax year!

4 April 2018

With just one day until the end of the tax year, there’s still time to consider your tax options and maximise your investment potential; we’ve highlighted these below –

(More information can be found at


£20,000 ISA allowance

An Individual Savings Account (ISA) can be a great option for those looking to maximise their savings now and in to the future, as you can subscribe up to £20,000 in the current tax year where all income and capital gains are tax free. A stocks and shares ISA can be an attractive solution as they can offer higher returns than alternative investments. Also, to note, an ISA works on a rolling basis, so your subscription can potentially be added to previous tax years subscriptions.

Remember your investment can fall as well as rise and you could get back less than you invested.


£11,300 Capital Gains Tax (CGT) allowance 

Your stocks and shares, and other investments are potentially liable to CGT, therefore where possible it is important to utilise the current tax year’s CGT allowance of £11,300.


Used your £11,300 Capital Gains Tax allowance? What about your spouse?

By gifting an investment that’s liable to CGT to your spouse (ie: husband and wife), you can potentially utilise their annual CGT allowance.


The Shard Capital Stockbroking team are highly experienced in portfolio management and diversification and can tailor an investment solution to suit your individual requirements.

If you would like more information on the above, or an alternate investment solution, please contact the Shard Capital Stockbroking team.


Important Investment Information

The views above are published solely for information purposes and are not to be construed as a solicitation or an offer to buy or sell any securities, or related financial instruments. It does not constitute advice or a personal recommendation as defined by the Financial Conduct Authority (“FCA”) or take into account the particular investment objectives, financial situations or needs of individual investors. The views above are based on public information and sources considered reliable. All investments should be held for the long term as their value can fall as well as rise, therefore you could get back less than you invest.

If you are unsure about the appropriateness of an investment for your circumstances, please seek financial advice.

No view is given on the present or future value or price of any investment, and investors should form their own view on any proposed investment. This publication has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is considered a marketing communication. It is not subject to any prohibition on dealing ahead of the dissemination of investment research.

Figures correct as at 26 March 2018 unless otherwise stated. This publication is issued by Shard Capital Partners LLP, 20 Fenchurch Street, London, EC3M 3BY United Kingdom who are authorised and regulated by the Financial Conduct Authority.

Shard Capital has in place a Conflicts of Interest policy relating to its research and marketing communication activities, and disclosure and conflicts in general is available on request.

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