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ISA

Regulation

Treasury explores £100k ISA cap and pension lump-sum cut

The Treasury is exploring the idea of capping tax-free ISA allowances to crack down on 'ISA millionaires', while investigating plans to reduce the amount retirees can take as a tax-free lump sum.

clock 14 October 2013 •

Regulation

Viva la revolution! The future looks bright for pensions

RETIREMENT

clock 29 August 2013 •

Your profession

Five things clients will call you about this week

FIVE THINGS

clock 27 August 2013 •

Tax Planning

ISA ban on AIM shares lifted

The government has announced new ISA rules that will make it easier for people to invest directly into small businesses.

clock 02 July 2013 •

Pensions

Pensioners see incomes eroded by inflation on 'safe' investments

Paltry returns on 'safe' investments such as cash and gilts have caused three out of five retirees lose out on around £2,400-a-year in real terms as inflation eats into the income they use to supplement their pensions.

clock 19 June 2013 •

Investment

Take-up of ISAs falls for first time

The amount of money put into ISAs has fallen for the first time ever, according to accountancy firm UHY Hacker Young.

clock 14 May 2013 •

Japan / Far East

Five things clients will call you about this week

FIVE THINGS

clock 13 May 2013 •

Investment

Investors plough £1bn into ISAs

Investors ploughed £1.1bn of ISA money into funds for the tax year 2012/13 - down from £.2.2bn the previous year, data has revealed.

clock 03 May 2013 •

Regulation

Barclays named and shamed at top of FCA complaints list

Barclays bank has been named as the Financial Conduct Authority's (FCA's) most complained about firm for the second half of last year.

clock 15 April 2013 •

Investment

The five best cash ISAs of the new tax year, so far...

We reveal which providers are offering the most attractive rates.

clock 10 April 2013 •
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