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Investors told to face facts

Investors told to face facts

Category: Money

Updated: 17/03/2009
First Published: 17/03/2009

MONEYFACTS ARCHIVE
This article was correct at the time of publication. It is now over 6 months old so the content may be out of date.

Investors have been urged to review their finances before the tax year ends to ensure they're being as tax efficient as possible.

This may simply be a case of ensuring you are making full use of your personal allowances or perhaps using a tax wrapper, such as an ISA, to hold investments Life, said Rensburg Sheppards.

In addition, people have also been warned they need to face up to the realities of the financial crisis and alter their financial plans accordingly.

"Now is not the time to bury your head in the sand and avoid the facts," said Graham Barber, head of financial planning.

"Given the wide range of possibilities, it is important that investors seek professional financial planning help to construct portfolio solutions and make the most of the tax advantages before the end of the tax year."

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