Existing Clients
Freedom ISA/Portfolio
Why not make the most of your tax-free annual ISA allowance of £7,200 (for 2009/10) for a Freedom stocks and shares ISA or £3,600 for a Protected Cash ISA and top up your ISA?
Dont forget that if you are over 50, the ISA limits are changing this tax year. With effect from 6 October 2009 you will be able to subscribe a maximum of £10,200 into a stocks and shares ISA or £5,100 into a cash ISA.
For all other eligible ISA account holders the subscription limits will be increasing to these levels with effect from start of the new tax year (6 April 2010).
If you are unsure how much of your allowance you have left for the current tax year please phone us on 01666 501710 or email us via the ‘contact us’ section of the website and we will come back to you by return.
If you would like to make additional subscriptions to your Freedom ISA, your Protected Cash ISA or your Freedom Portfolio please download the appropriate Avalon Top Up Request Form from below.
Once you have completed the form send it to us, together with your personal cheque for the additional subscription amount (we cannot accept third party cheques without supportive money laundering documentation and ISAs can only be funded from personal funds).
Please note that if you did not subscribe to your Avalon Freedom ISA in the previous tax year you will need to complete a full application form (see the downloads section).
We will not be able to accept the Top Up Form and a delay could result.
Alternatively, please complete the Avalon Customer Contact Form and we will arrange for your adviser to contact you.
The initial charge and commission terms payable will remain unaltered from your original application.
If you wish to make an additional pension contribution to your Freedom SIPP we recommend you contact your financial adviser for further assistance. Alternatively, please complete the Avalon Customer Contact Form and we will arrange for your adviser to contact you.
Additional subscriptions will attract tax relief at your highest marginal rate.