ISA

ISA inheritance: Managing wealth through the generations

Three problems with Osborne's policies

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

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.

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

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.

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

Six things advisers need to know

Chancellor George Osborne has announced a 'radically more flexible' ISA system as he used the final Budget of the current Parliament to offer more saver-friendly policies to the electorate.

Professional Adviser's weekly heads-up on what your clients may have read in the national newspapers at the weekend...