Market insights
Stocks buoyed by de-escalation in geopolitical tensions
Investors continued to focus on the situation in the Middle East, a main driver of market sentiment over the week.
Investing Tax Efficiently
We offer a number of tax-efficient wrappers to help you achieve a more efficient, or even tax-free return on your investments.
Invest in a Stocks and Shares ISA
Although investments should be considered long term, a Stocks and Shares ISA provides flexibilty, allowing you to save regularly, or invest a lump sum.
Tax efficient
You will not pay capital gains tax on any profits, dividends from any shares or income earned on bonds.
Annual allowance
You can save up to £20,000 in an ISA this tax year, either as a lump sum or regular payments.
Consolidate your ISAs
Manage your money effectively by transfering existing cash or Stocks & Shares ISAs from other providers into your EFG Harris Allday account.
Junior Stocks and Shares ISAs
A Junior Stocks and Shares ISA provides similar benefits, allowing you to start saving early for your child. Invest up to £9,000 tax-free in a JISA this tax year, either as a lump sum or with regular payments.
Managing money within your pension wrapper
We offer investment management and dealing services that can be utilised with a number of SIPP providers. We do not give pension advice or provide pensions in-house.
Insights and updates
Keep up to date on our latest market insights, and find out more about our company updates in our news page.
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Contact us- EFG Harris Allday
5th floor
103 Colmore Row - Birmingham B3 3AG - 0121 233 1222