Now’s the time to get your finances in order, plus last days to claim cashback
Now’s the time to get your finances in order, plus last days to claim cashback
Dear Awhahaw,
The start of a new tax year is a good moment to take stock of your finances. It’s a natural checkpoint to review where you are, make a few adjustments, and make sure everything still supports your long-term plans.
Markets change, life changes, and your priorities can shift too. A quick review can help keep things on track - so what’s worth resetting this year, and what should you keep doing?
Also, don’t forget there are only a few days left to earn up to £1,000 cashback by investing or transferring into a managed Stocks & Shares ISA, JISA or GIA.
Final days to claim the cashback Claim the offer by 15 April 2026 Invest or request a transfer by 30 April 2026 Transfers must complete by 31 May 2026 Cashback paid by 15 July 2026
You can invest in one go or across multiple contributions, we’ll calculate cashback on your total net investment during the offer period. Cashback subject to a 24-month holding requirement. Early withdrawals may result in the cashback being reclaimed.
Further details and T&Cs
As with all investing, your capital is at risk. The value of your portfolio with Moneyfarm can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may be subject to change in the future.
Moneyfarm is a registered trademark of MFM Investment Ltd. which is authorised and regulated by the Financial Conduct Authority (No. 629539).
Risk warning: With investing your capital is at risk, and your investments may go up or down with market fluctuations and changes in foreign exchange rates. Learn more about risk. Tax treatment applies, it depends on the individual circumstances of each client and may be subject to change in the future.
