ISAs

Tax Planning

Budget 2016: Osborne launches Lifetime ISA; Raises ISA limit to £20k

Lifetime ISA will help under 40s save money

clock 16 March 2016 • 2 min read

ISAs

Risk factors: ISA stock picks for the experienced investor

Three selections from The Share Centre

clock 08 March 2016 • 3 min read

ISAs

Help clients avoid the 'seven deadly ISA sins'

Are you clients making the most of their allowances?

clock 02 March 2016 • 2 min read

ISAs

Millennials shun pensions in favour of ISAs, research claims

Almost half that save use cash ISAs

clock 23 February 2016 • 1 min read

Tax Planning

Managers warn of bubble territory for favourite holdings in AIM IHT portfolios

Govt allowed AIM share investment via ISAs in 2013

clock 18 February 2016 • 3 min read

ISAs

April changes will cut tax 'wastage' by £2bn, Unbiased says

Stats from Unbiased and Prudential

clock 15 February 2016 • 3 min read

Pensions

Three things clients may call you about...

Weekend stories that could spark calls

clock 08 February 2016 • 2 min read

Regulation

FCA excludes P2P products from independent advice rules

Advice on the products to be made regulated activity

clock 03 February 2016 • 2 min read

Investment Trusts

HMRC allows ISA access to peer-to-peer lending trusts

HM Revenue & Customs (HMRC) has widened the range of investments available through ISAs to include peer-to-peer lending trusts.

clock 16 June 2015 •

ISAs

TISA outlines ISA inheritance guidelines

TISA, the British Bankers Association (BBA) and the British Societies Association (BSA) have published guidelines explaining how ISAs can be passed on tax free upon death.

clock 13 April 2015 •