Individual Savings Account (ISA)
So much cash, so little interest
The latest statistics on ISAs have emerged, showing nearly £270bn is held in cash.
The 2019 investment year
2020 begins with a reasonable investment outlook. Is it worth selling shares to realise 2019 gains? Check with your financial adviser about investing in ISAs and pensions before the tax year ends.
LISA left standing
The Help-to-Buy ISA is gone, though you can still pay in if you already have one. But is the Lifetime ISA really a good alternative for first-time house-buyers? Seek financial advice before investing.
Time to start your year end tax planning
The next Budget could affect pensions, capital gains tax & ISAs. Make sure your year end tax planning is complete before they are announced.
Happy 20th birthday
6 April marks the 20th birthday of the Individual Savings Account (ISA).
Happy birthday to tax-free savings
The arrival of the new tax year on 6 April means it is time to consider your Individual Savings Accounts (ISA) investments, which will celebrate their 20th birthday in April.
Losing interest in cash ISAs
The popularity of cash ISAs is continuing to wane, according to new statistics from HMRC. With inflation persistently above interest rates, it’s not hard to imagine why.
Taking the early view on ISAs
There are advantages to planning your ISA investments around the start of the tax year.
An improvement to the ISA inheritance rules
The rules for inheriting ISAs will change from 6 April.