Don’t let your ISA allowance slip away!
6th Mar 2015
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…
Posted in Financial Planning, Investments
Read More What does the change from ISA to NISA mean for you?
3rd Jun 2014
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…
Posted in Investments
Read More ISAs That Offer Inheritance Tax Exemption
9th May 2014
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…
Posted in Financial Planning, Investments
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UK taxpayers to waste £4.7 billion in tax
17th Mar 2014
As the end of this tax year – 5th April 2014 – draws ever closer, have you made the most of your tax allowances? Recent research by industry experts, unbiased.co.uk, has revealed that a quite…
Posted in Financial Planning
Read More Don’t miss out on your 2013/2014 ISA allowance
25th Feb 2014
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…
Posted in Investments
Read More Your 2012-2013 ISA Allowance - Use It Or Lose It!
5th Mar 2012
The clock is ticking as we head towards this tax year’s deadline of 5th April. You have until then to use your annual ISA allowance – a maximum of £11,280 this year (and £11,520 next…
Posted in Investments
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