Saving and investing tax-free can mean better growth. You retain more of your profits and pay less to the taxman. Most importantly it’s all legal, using HMRC recognised savings products. We offer some truly innovative savings technology to invest your ISA for tax-free growth using True Potential.
Products like ISAs (Individual Savings Accounts) let you save and invest tax-free. There are versions for children too, known as Junior ISAs (or JISAs). There are also Help to Buy ISAs where the government will help you to save a deposit for your first home.
Truly Innovative Savings Technology
In conjunction with True Potential, at Apex CB Financial Planning we are able to offer some truly innovative savings technology.
impulseSave® is a first-of-its-kind technology that helps you add money to your investments in an instant. We believe that impulseSave® can change your habits and the way you invest your money for the better. Our mission is to turn spenders into savers.
You already use your computer, tablet or smartphone to buy music, groceries and even find your next home. By saving as little as £1, impulseSave® brings that modern way of thinking to investments. Anyone with internet access can impulseSave®.
Just like using a fitness tracking app, you set financial goals and regularly review your investments against those goals. You can then top-up easily and quickly to close any gap.
Reaching your goals has never been easier and we’re helping you form the habits of a long-term investor.
Saving into tax-free products like ISAs and Pensions is easy with impulseSave® and you pay lower charges by investing directly too.
Start by logging in here.
How impulseSave® works
Technology is at the heart of impulseSave®, helping you to top-up your investments whenever and wherever you want.
impulseSave® is directly linked to our goals-based approach to saving and investing. You always have sight of your financial goal and help to close the gap to achieve that goal. With the click of a button or the tap of a smartphone, you can bridge that gap and get back on track. After all, if you have a reason to save, you’re more likely to reach your goal.
Who can use impulseSave®?
Once you have set up an ISA, General Investment Account, or pension with as little as £50, you can impulseSave®.
You can then top-up your existing Individual Savings Accounts (ISAs), TPI Pension and General Investment Accounts (GIAs) with as little as £1, wherever and whenever you want.
Using our platform, you can track your progress 24/7 online through your personal client site or via a range of apps, wherever you are in the world. If you find a gap between your savings and your goal, you can use impulseSave® to top-up your account and close the gap.
With a minimum impulseSave® of just £1, we’ve made investing quick, easy and fun.
Your capital is at risk. Investments can fluctuate in value and you may not get back the amount you invest. Past performance is not a guide to future performance. Tax rules can change at any time.
To find out more call 01202 622223 or contact us using our online enquiry form.