ISA Season – Lump sum vs regular saving

ISA Season – Lump sum vs regular saving

by Aurora Financial — Posted on March 22, 2023

At this time of year everyone is taking about ISA allowances and tax rates.

However, if you haven’t got a lump sum of money to invest at the end or start of the tax year what should you do?

If you haven’t got a lump sum, or would rather not invest in one go, it might be worth considering setting up a regular savings plan.

Investing monthly has many benefits – in particular, it’ll help you get into the savings habit and drip-feeding money into investments can help you ride out the ups and downs of markets.

Contact your adviser to discuss your allowances and options in more detail.