Tax limits on Cash and Stocks and Shares ISAs explained
7th Mar 2016
Tax limits on ISAs explained
Pension changes: more choices mean more decisions
9th Apr 2015
As you will probably be aware, we are in the middle of what George Osborne has described as the “most far-reaching reform to the taxation of pensions since the regime was introduced in 1921”. From…
Posted in Pensions
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
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 Changes to the ‘tax-free lump sum’ you can withdraw from your pension
6th Oct 2013
There has always been a strong argument in favour of saving for retirement via a company or personal pension, mainly due to the substantial tax-relief that that pensions attract, especially for higher-rate tax payers. However,…
Posted in Pensions
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