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ISA

Tax Planning

'Bitter blow for savers' as NS&I cuts ISA rate

National Savings & Investment (NS&I) is to cut the interest rate on its easy-access Direct ISA to 1.25%, a move experts said was a "bitter blow to savers" and further called into question the value of cash products.

clock 15 September 2015 •

Pensions

Zurich joins calls to protect 'most powerful incentive' to saving

Tax relief at the point of retirement saving is the most powerful way to get people to create a later life nest egg, according to Zurich, making it the latest provider to come out against the government's plans to treat pensions like ISAs.

clock 14 September 2015 •

Tax Planning

ISA inheritance: Managing wealth through the generations

ISA inheritance: Managing wealth through the generations

clock 24 July 2015 •

Regulation

Summer Budget: Three problems with Osborne's policies

Three problems with Osborne's policies

clock 10 July 2015 •

Pensions

Osborne plans to make 'pensions more like ISAs'

Chancellor George Osborne is to publish a green paper to seek feedback on a plan to make "pensions more like ISAs".

clock 08 July 2015 •

Regulation

FOS scolds bank for tagging risk-averse couple as 'experienced' investors

The Financial Ombudsman Service (FOS) has criticised a high street bank for improperly classifying a risk-averse couple as ‘experienced' investors, and ordered it to re-calculate its initial offer of compensation.

clock 27 May 2015 •

Investment

Standard Life shuts investment trust ISA in ATS deal

Standard Life is closing its Savings Investment Trust ISA and Savings Scheme, and transferring customers to Alliance Trust Savings (ATS).

clock 27 April 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 •

Pensions

Treasury must merge pension and ISA tax regimes - Michael Johnson

The pensions and ISA regimes should be unified as the next logical step in the evolution of UK savings culture, Michael Johnson has said.

clock 08 April 2015 •

Economics / Markets

Budget 2015: Six things advisers need to know

Six things advisers need to know

clock 18 March 2015 •
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