Category: Investments

Tax limits on ISAs explained

Autumn statement 2015

The Financial Services Compensation Scheme is an independent body, set up under the Financial Serices and Markets Act 2000, and is the UK’s statutory compensation scheme for customers of authorised financial services firms. It can…

What is my ISA allowance? ISAs – or Individual Savings Accounts to give them their full name – are a tax-efficient way of holding cash, shares, bonds and collective investments such as unit funds. The…

For many of our clients, investing in the future security of their children or grandchildren is one of the highest financial planning priorities. Not only does it mean that they start their adult life with…

ISAs – or Individual Savings Accounts to give them their full name – have always been a tax-efficient way of holding cash, shares, bonds and collective investments such as unit trusts. They are about to…

Is this you? Your house is worth more than £325,000 Your children will have to pay 40% inheritance tax (IHT) on a significant amount of your estate when you die This includes the ISA investments…

ISAs – or Individual Savings Accounts to give them their full name – are a tax-efficient way of holding cash, shares, bonds and collective investments such as unit funds. The 2013/14 ISA allowance lets you…

The New Year often brings resolutions that last for a while and then somehow get overtaken by events; that annual diet, the idea that a ‘dry January’ would be good, the promise to never play…

Amongst all the good news about the Government’s Funding for Lending Scheme’s positive effects on the First Time Buyer market and how a jump in house prices means that capital growth is returning for buy…