News & information
Service notes and planning reminders for clients and introducers.
19 March 2025
As part of keeping the business current with technology and online systems, we kindly ask clients to review their experience with Stiles — via Google, Trustpilot, Facebook, LinkedIn or another format you prefer. Your opinion matters, and thank you for your continued support.
22 February 2023
Unused ISA allowance does not roll over. The annual ISA allowance referenced in this note was £20,000 and can be split across ISA types. Pension contributions attract automatic basic-rate tax relief into the plan; higher/additional-rate taxpayers may claim extra via self-assessment. Company directors can contribute as employer and individual. Get in touch if you would like help before year-end.
03 March 2022
Our thoughts remain with those affected. Geopolitical uncertainty can increase investment-market volatility for the duration of a crisis. If you have questions about your portfolio, please contact the office.