Professional Adviser www.professionaladviser.com Time and patience: Will the British ISA revitalise UK equities? <img alt="Time and patience: Will the British ISA revitalise UK equities?" src="https://www.professionaladviser.com/api/v1/wps/8d6b473/f7e6d276-0fa3-4529-9043-5210d9d8c213/8/Uk-parliament-185x114.jpg" /> <p><!--summary start--> Will the British ISA be enough to reignite domestic investor interest in UK equities or have they fallen out of love with the home market? Priscilla Chueng explores the issues... <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/8d6b473/f7e6d276-0fa3-4529-9043-5210d9d8c213/8/Uk-parliament-185x114.jpg https://www.professionaladviser.com/opinion/4189347/patience-british-isa-revitalise-uk-equities https://www.professionaladviser.com/opinion/4189347/patience-british-isa-revitalise-uk-equities https://www.professionaladviser.com/opinion/4189347/patience-british-isa-revitalise-uk-equities Thu, 28 Mar 2024 07:39:24 +0000 The clock is ticking: IFAs under time pressure as tax rules change <img alt="The clock is ticking: IFAs under time pressure as tax rules change" src="https://www.professionaladviser.com/api/v1/wps/79c92d1/dfe5cbb9-41f7-4043-9244-243a48dbcf95/3/iStock-692576860-185x114.jpg" /> <p><!--summary start--> Time pressure to implement pension and ISA reforms may impact consumer outcomes, writes Mark Rendle <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/79c92d1/dfe5cbb9-41f7-4043-9244-243a48dbcf95/3/iStock-692576860-185x114.jpg https://www.professionaladviser.com/opinion/4185097/clock-ticking-ifas-pressure-tax-rules-change https://www.professionaladviser.com/opinion/4185097/clock-ticking-ifas-pressure-tax-rules-change https://www.professionaladviser.com/opinion/4185097/clock-ticking-ifas-pressure-tax-rules-change Mon, 25 Mar 2024 07:54:32 +0000 Half of UK adults would consider opening a Great British ISA <img alt="Half of UK adults would consider opening a Great British ISA" src="https://www.professionaladviser.com/api/v1/wps/a5ccf78/b361d589-26a8-4cea-af8f-dfb2d5cbccd0/3/iStock-1169479391-185x114.jpg" /> <p><!--summary start--> Half of UK adults (48%) would consider opening a British ISA, according to Opinium’s latest polling. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/a5ccf78/b361d589-26a8-4cea-af8f-dfb2d5cbccd0/3/iStock-1169479391-185x114.jpg https://www.professionaladviser.com/news/4185986/half-uk-adults-consider-great-british-isa https://www.professionaladviser.com/news/4185986/half-uk-adults-consider-great-british-isa https://www.professionaladviser.com/news/4185986/half-uk-adults-consider-great-british-isa Fri, 15 Mar 2024 11:05:47 +0000 Advisers positive that Great British ISA will boost savings <img alt="Advisers positive that Great British ISA will boost savings" src="https://www.professionaladviser.com/api/v1/wps/b8c8cef/ac3b4978-fb61-4570-b946-4818c84b693e/5/iStock-1339956397-1-185x114.jpg" /> <p><!--summary start--> Advisers are positive about the impact of the proposed introduction of a Great British ISA and the resulting increased tax-free allowance on ISA saving levels, according to M&G Wealth. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/b8c8cef/ac3b4978-fb61-4570-b946-4818c84b693e/5/iStock-1339956397-1-185x114.jpg https://www.professionaladviser.com/news/4184026/advisers-positive-great-british-isa-boost-savings https://www.professionaladviser.com/news/4184026/advisers-positive-great-british-isa-boost-savings https://www.professionaladviser.com/news/4184026/advisers-positive-great-british-isa-boost-savings Mon, 11 Mar 2024 10:54:19 +0000 'Helpful change' or 'political stunt'? The new Great British ISA <img alt="&#39;Helpful change&#39; or &#39;political stunt&#39;? The new Great British ISA" src="https://www.professionaladviser.com/api/v1/wps/9be2c9d/1e5f916d-d74e-49b5-993a-7656227496aa/23/chess-conflict-185x114.jpg" /> <p><!--summary start--> Jeremy Hunt’s introduction of the Great British ISA (GB ISA) in his Spring Budget yesterday (6 March) has sparked highly contentious debate, polarising industry professionals on the merits or otherwise of the move. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/9be2c9d/1e5f916d-d74e-49b5-993a-7656227496aa/23/chess-conflict-185x114.jpg https://www.professionaladviser.com/news/4182846/helpful-change-political-stunt-great-british-isa https://www.professionaladviser.com/news/4182846/helpful-change-political-stunt-great-british-isa https://www.professionaladviser.com/news/4182846/helpful-change-political-stunt-great-british-isa Thu, 7 Mar 2024 09:42:39 +0000 Government ISA reforms will not encourage saving, industry says <img alt="Government ISA reforms will not encourage saving, industry says" src="https://www.professionaladviser.com/api/v1/wps/b18326f/19ca6630-a172-4ef7-b0b7-f2586c510883/8/iStock-1437236460-185x114.jpg" /> <p><!--summary start--> The majority of the advice industry does not believe the upcoming ISA reforms in April will encourage saving, Professional Adviser has found. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/b18326f/19ca6630-a172-4ef7-b0b7-f2586c510883/8/iStock-1437236460-185x114.jpg https://www.professionaladviser.com/news/4172877/government-isa-reforms-encourage-saving-industry https://www.professionaladviser.com/news/4172877/government-isa-reforms-encourage-saving-industry https://www.professionaladviser.com/news/4172877/government-isa-reforms-encourage-saving-industry Mon, 12 Feb 2024 09:27:31 +0000 Novia Global eyes UK expats with new ISA launch <img alt="Novia Global eyes UK expats with new ISA launch" src="https://www.professionaladviser.com/api/v1/wps/20a4a3f/42a9049d-a5fc-4af2-a939-10135b70a391/3/iStock-1187669971-185x114.jpg" /> <p><!--summary start--> International investment platform Novia Global has launched its own stocks and shares ISA to address the issue of expats’ savings being left in “suspended animation”. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/20a4a3f/42a9049d-a5fc-4af2-a939-10135b70a391/3/iStock-1187669971-185x114.jpg https://www.professionaladviser.com/news/4167985/novia-global-eyes-uk-expats-isa-launch https://www.professionaladviser.com/news/4167985/novia-global-eyes-uk-expats-isa-launch https://www.professionaladviser.com/news/4167985/novia-global-eyes-uk-expats-isa-launch Mon, 29 Jan 2024 10:12:08 +0000 AJ Bell calls on Jeremy Hunt to introduce 'radical' ISA reform <img alt="AJ Bell calls on Jeremy Hunt to introduce &#39;radical&#39; ISA reform" src="https://www.professionaladviser.com/api/v1/wps/bd50a48/4890986e-ca80-4f05-bdbb-8458259a33b4/20/London-home-bias-185x114.jpg" /> <p><!--summary start--> AJ Bell has called on the chancellor to set out significant reforms to the country's ISA regime in his upcoming Budget speech. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/bd50a48/4890986e-ca80-4f05-bdbb-8458259a33b4/20/London-home-bias-185x114.jpg https://www.professionaladviser.com/news/4167047/aj-bell-calls-jeremy-hunt-introduce-radical-isa-reform https://www.professionaladviser.com/news/4167047/aj-bell-calls-jeremy-hunt-introduce-radical-isa-reform https://www.professionaladviser.com/news/4167047/aj-bell-calls-jeremy-hunt-introduce-radical-isa-reform Thu, 25 Jan 2024 04:07:56 +0000 Autumn Statement 23: Sweeping ISA regime overhaul includes LTAFs <img alt="Autumn Statement 23: Sweeping ISA regime overhaul includes LTAFs" src="https://www.professionaladviser.com/api/v1/wps/a091870/5b14d90f-a6f5-4615-9100-4c10f127ae9f/11/investment-platform-185x114.jpg" /> <p><!--summary start--> Chancellor Jeremy Hunt has revealed the government will simplify the ISA regime to make it easier for consumers to invest. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/a091870/5b14d90f-a6f5-4615-9100-4c10f127ae9f/11/investment-platform-185x114.jpg https://www.professionaladviser.com/news/4149513/autumn-statement-23-sweeping-isa-regime-overhaul-ltafs https://www.professionaladviser.com/news/4149513/autumn-statement-23-sweeping-isa-regime-overhaul-ltafs https://www.professionaladviser.com/news/4149513/autumn-statement-23-sweeping-isa-regime-overhaul-ltafs Wed, 22 Nov 2023 13:58:32 +0000 Why the last thing financial services needs is 'yet another ISA' <img alt="Why the last thing financial services needs is &#39;yet another ISA&#39;" src="https://www.professionaladviser.com/api/v1/wps/3c61aed/ff26aeab-54e6-48f2-bae0-fb6d17bad8fe/9/Laura-Suter-headshot-roi-2-185x114.jpg" /> <p><!--summary start--> Laura Suter shares her views on the ISA landscape ahead of the Autumn Statement on 22 November <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/3c61aed/ff26aeab-54e6-48f2-bae0-fb6d17bad8fe/9/Laura-Suter-headshot-roi-2-185x114.jpg https://www.professionaladviser.com/opinion/4147590/last-financial-services-isa https://www.professionaladviser.com/opinion/4147590/last-financial-services-isa https://www.professionaladviser.com/opinion/4147590/last-financial-services-isa Thu, 16 Nov 2023 15:03:18 +0000 Chancellor could unveil major ISA reform in Autumn Statement <img alt="Chancellor could unveil major ISA reform in Autumn Statement" src="https://www.professionaladviser.com/api/v1/wps/0b910da/9252637b-0661-41f5-86a8-3d65e131dd23/7/Hunt-Jeremy-long-Alamy-185x114.jpg" /> <p><!--summary start--> Chancellor Jeremy Hunt could announce significant changes to the ISA regime in the Autumn Statement, according to reports. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/0b910da/9252637b-0661-41f5-86a8-3d65e131dd23/7/Hunt-Jeremy-long-Alamy-185x114.jpg https://www.professionaladviser.com/news/4144288/chancellor-unveil-major-isa-reform-autumn-statement https://www.professionaladviser.com/news/4144288/chancellor-unveil-major-isa-reform-autumn-statement https://www.professionaladviser.com/news/4144288/chancellor-unveil-major-isa-reform-autumn-statement Thu, 9 Nov 2023 07:38:28 +0000 Why advisers should brush up on the often-overlooked Lifetime ISA <img alt="Why advisers should brush up on the often-overlooked Lifetime ISA" src="https://www.professionaladviser.com/api/v1/wps/3c61aed/ff26aeab-54e6-48f2-bae0-fb6d17bad8fe/9/Laura-Suter-headshot-roi-2-185x114.jpg" /> <p><!--summary start--> Laura Suter makes the case for the Lifetime ISA, which she says is not advisers' usual stomping ground... <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/3c61aed/ff26aeab-54e6-48f2-bae0-fb6d17bad8fe/9/Laura-Suter-headshot-roi-2-185x114.jpg https://www.professionaladviser.com/opinion/4139984/advisers-brush-overlooked-lifetime-isa https://www.professionaladviser.com/opinion/4139984/advisers-brush-overlooked-lifetime-isa https://www.professionaladviser.com/opinion/4139984/advisers-brush-overlooked-lifetime-isa Wed, 1 Nov 2023 14:35:48 +0000 Market Movers: Israel-Hamas drives investors to safe haven assets <img alt="Market Movers: Israel-Hamas drives investors to safe haven assets" src="https://www.professionaladviser.com/api/v1/wps/05daaf1/9cb23db7-d841-4d16-9041-aa4ef4748cdd/27/iStock-1262967772-185x114.jpg" /> <p><!--summary start--> <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/05daaf1/9cb23db7-d841-4d16-9041-aa4ef4748cdd/27/iStock-1262967772-185x114.jpg https://www.professionaladviser.com/news/4053643/market-movers-blog https://www.professionaladviser.com/news/4053643/market-movers-blog https://www.professionaladviser.com/news/4053643/market-movers-blog Tue, 10 Oct 2023 06:31:21 +0000 Parmenion upgrades ISA for financial planning flexibility <img alt="Parmenion upgrades ISA for financial planning flexibility" src="https://www.professionaladviser.com/api/v1/wps/77e8673/e25f057f-5d7e-49ea-890c-164e345365f5/1/Upgrade-185x114.jpg" /> <p><!--summary start--> Parmenion has transformed its ISA product into a Flexi ISA to provide advisers and their clients “more ways to use ISAs as a tax-efficient financial planning tool”. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/77e8673/e25f057f-5d7e-49ea-890c-164e345365f5/1/Upgrade-185x114.jpg https://www.professionaladviser.com/news/4129609/parmenion-upgrades-isa-financial-planning-flexibility https://www.professionaladviser.com/news/4129609/parmenion-upgrades-isa-financial-planning-flexibility https://www.professionaladviser.com/news/4129609/parmenion-upgrades-isa-financial-planning-flexibility Wed, 27 Sep 2023 13:59:25 +0000 Govt's £47m withdrawal take highlights need for Lifetime ISA change <img alt="Govt&#39;s £47m withdrawal take highlights need for Lifetime ISA change" src="https://www.professionaladviser.com/api/v1/wps/0eac2d7/ff26aeab-54e6-48f2-bae0-fb6d17bad8fe/10/Laura-Suter-headshot-roi-2-185x114.jpg" /> <p><!--summary start--> It is time the government permanently reduces the LISA early withdrawal penalty, writes Laura Suter <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/0eac2d7/ff26aeab-54e6-48f2-bae0-fb6d17bad8fe/10/Laura-Suter-headshot-roi-2-185x114.jpg https://www.professionaladviser.com/opinion/4119008/govts-gbp47m-withdrawal-highlights-lifetime-isa-change https://www.professionaladviser.com/opinion/4119008/govts-gbp47m-withdrawal-highlights-lifetime-isa-change https://www.professionaladviser.com/opinion/4119008/govts-gbp47m-withdrawal-highlights-lifetime-isa-change Fri, 30 Jun 2023 07:23:37 +0000 Quirk in the rules: The tale of an ISA loophole for lucky kids <img alt="Quirk in the rules: The tale of an ISA loophole for lucky kids" src="https://www.professionaladviser.com/api/v1/wps/c8ad9eb/ff26aeab-54e6-48f2-bae0-fb6d17bad8fe/11/Laura-Suter-headshot-roi-2-185x114.jpg" /> <p><!--summary start--> Laura Suter explores the loophole that means you can save £36,000 in an ISA per child each year <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/c8ad9eb/ff26aeab-54e6-48f2-bae0-fb6d17bad8fe/11/Laura-Suter-headshot-roi-2-185x114.jpg https://www.professionaladviser.com/opinion/4116112/quirk-rules-tale-isa-loophole-lucky-kids https://www.professionaladviser.com/opinion/4116112/quirk-rules-tale-isa-loophole-lucky-kids https://www.professionaladviser.com/opinion/4116112/quirk-rules-tale-isa-loophole-lucky-kids Thu, 1 Jun 2023 14:13:47 +0000 Why now is the time to simplify ISAs to build financial resilience <img alt="Why now is the time to simplify ISAs to build financial resilience" src="https://www.professionaladviser.com/api/v1/wps/48cbf3f/da83da00-c53e-47d3-90ac-bbb9fb5e88f1/3/iStock-1337476941-185x114.jpg" /> <p><!--summary start--> ISAs have been worn down by complexity, writes Rachel Vahey. Here she looks at the current regime and says now is the time for policymakers to make changes... <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/48cbf3f/da83da00-c53e-47d3-90ac-bbb9fb5e88f1/3/iStock-1337476941-185x114.jpg https://www.professionaladviser.com/opinion/4116102/simplify-isas-build-financial-resilience https://www.professionaladviser.com/opinion/4116102/simplify-isas-build-financial-resilience https://www.professionaladviser.com/opinion/4116102/simplify-isas-build-financial-resilience Wed, 31 May 2023 06:51:16 +0000 AJ Bell calls for radical ISA overhaul to encourage saving <img alt="AJ Bell calls for radical ISA overhaul to encourage saving" src="https://www.professionaladviser.com/api/v1/wps/f9cb91b/2f10483c-e910-4920-be0e-b69336cd6fb9/5/Andy-Bell-chief-executive-at-AJ-Bell-185x114.jpg" /> <p><!--summary start--> Andy Bell has called for a radical ISA overhaul to streamline tax-efficient savings. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/f9cb91b/2f10483c-e910-4920-be0e-b69336cd6fb9/5/Andy-Bell-chief-executive-at-AJ-Bell-185x114.jpg https://www.professionaladviser.com/news/4113005/aj-bell-calls-radical-isa-overhaul-encourage-saving https://www.professionaladviser.com/news/4113005/aj-bell-calls-radical-isa-overhaul-encourage-saving https://www.professionaladviser.com/news/4113005/aj-bell-calls-radical-isa-overhaul-encourage-saving Thu, 27 Apr 2023 14:37:52 +0000 Compelling reasons: Growing a Lifetime ISA for retirement <img alt="Compelling reasons: Growing a Lifetime ISA for retirement" src="https://www.professionaladviser.com/api/v1/wps/1ed5e47/e9940850-b965-48cd-8195-f6eb147f8fa9/2/iStock-1205699695-roi-1-185x114.jpg" /> <p><!--summary start--> For some clients, there are compelling reasons why the LISA can be used as a complement to the tax benefits on offer in pensions, writes Joshua Croft <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/1ed5e47/e9940850-b965-48cd-8195-f6eb147f8fa9/2/iStock-1205699695-roi-1-185x114.jpg https://www.professionaladviser.com/opinion/4060617/ompelling-reasonsgrowing-lifetime-isa-retirement https://www.professionaladviser.com/opinion/4060617/ompelling-reasonsgrowing-lifetime-isa-retirement https://www.professionaladviser.com/opinion/4060617/ompelling-reasonsgrowing-lifetime-isa-retirement Thu, 24 Nov 2022 15:12:12 +0000 Hargreaves Lansdown focusing on 'cost control' amid mixed results <img alt="Hargreaves Lansdown focusing on &#39;cost control&#39; amid mixed results " src="https://www.professionaladviser.com/api/v1/wps/b26d461/eb8626fb-9f1c-4925-8f4c-318f810e855a/7/Chris-Hill-2-185x114.jpg" /> <p><!--summary start--> Hargreaves Lansdown says it is focussing on “cost control and investment discipline” for the rest of the year after releasing its results for the quarter ended 30 September. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/b26d461/eb8626fb-9f1c-4925-8f4c-318f810e855a/7/Chris-Hill-2-185x114.jpg https://www.professionaladviser.com/news/4058240/hargreaves-lansdown-focusing-‘cost-control-amid-mixed-results https://www.professionaladviser.com/news/4058240/hargreaves-lansdown-focusing-‘cost-control-amid-mixed-results https://www.professionaladviser.com/news/4058240/hargreaves-lansdown-focusing-‘cost-control-amid-mixed-results Mon, 17 Oct 2022 10:25:28 +0000 Laura Suter: Pension contributions under threat as cost of living crisis grows <img alt="Laura Suter: Pension contributions under threat as cost of living crisis grows" src="https://www.professionaladviser.com/api/v1/wps/3a65ab5/68d9b8bd-a92e-4052-9f66-63ceca451404/8/laura-suter-2018-185x114.jpg" /> <p><!--summary start--> Laura Suter highlights the long-term ramifications of young people cutting back on long-term savings during the 2022 cost of living crisis <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/3a65ab5/68d9b8bd-a92e-4052-9f66-63ceca451404/8/laura-suter-2018-185x114.jpg https://www.professionaladviser.com/opinion/4049911/laura-suter-pension-contributions-threat-cost-living-crisis-grows https://www.professionaladviser.com/opinion/4049911/laura-suter-pension-contributions-threat-cost-living-crisis-grows https://www.professionaladviser.com/opinion/4049911/laura-suter-pension-contributions-threat-cost-living-crisis-grows Wed, 18 May 2022 13:04:17 +0000 Martin Jones: Making the most of tax wrappers for children <img alt="Martin Jones: Making the most of tax wrappers for children" src="https://www.professionaladviser.com/api/v1/wps/c8d421c/a4a4449a-4a6e-4b5c-8639-1743764af15d/7/iStock-921506886-185x114.jpg" /> <p><!--summary start--> For clients looking to put money aside for their children, there are interesting tax wrapper opportunities out there. Martin Jones looks at two of them <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/c8d421c/a4a4449a-4a6e-4b5c-8639-1743764af15d/7/iStock-921506886-185x114.jpg https://www.professionaladviser.com/news/4047511/martin-jones-most-tax-wrappers-children https://www.professionaladviser.com/news/4047511/martin-jones-most-tax-wrappers-children https://www.professionaladviser.com/news/4047511/martin-jones-most-tax-wrappers-children Thu, 21 Apr 2022 09:39:41 +0000 Ukraine crisis panel: Investment experts respond to key questions <img alt="Ukraine crisis panel: Investment experts respond to key questions" src="https://www.professionaladviser.com/api/v1/wps/09fae0f/dc819ea0-5f36-4658-b735-402a5703d11d/10/Ukraine-video-185x114.jpg" /> <p><!--summary start--> As we say at the start of this broadcast, a humanitarian crisis is unfolding in Ukraine and our thoughts are very much with the people there at this very frightening time. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/09fae0f/dc819ea0-5f36-4658-b735-402a5703d11d/10/Ukraine-video-185x114.jpg https://www.professionaladviser.com/discussion/4046316/ukraine-crisis-panel-investment-experts-respond-key-questions https://www.professionaladviser.com/discussion/4046316/ukraine-crisis-panel-investment-experts-respond-key-questions https://www.professionaladviser.com/discussion/4046316/ukraine-crisis-panel-investment-experts-respond-key-questions Thu, 10 Mar 2022 15:10:27 +0000 Les Cameron: How to fund your (ISA) season ticket <img alt="Les Cameron: How to fund your (ISA) season ticket" src="https://www.professionaladviser.com/api/v1/wps/e9b4d90/bddf8786-c2b5-45bc-9458-9d23788a56f9/7/hans-peter-gauster-3y1zF4hIPCg-unsplash-185x114.jpg" /> <p><!--summary start--> The tax advantages of ISAs are well known, writes Les Cameron. Making use of them whenever you can, from wherever you can, should be beneficial... <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/e9b4d90/bddf8786-c2b5-45bc-9458-9d23788a56f9/7/hans-peter-gauster-3y1zF4hIPCg-unsplash-185x114.jpg https://www.professionaladviser.com/opinion/4044631/les-cameron-fund-isa-season-ticket https://www.professionaladviser.com/opinion/4044631/les-cameron-fund-isa-season-ticket https://www.professionaladviser.com/opinion/4044631/les-cameron-fund-isa-season-ticket Tue, 8 Feb 2022 14:30:18 +0000 Les Cameron: ISA stats lead to planning thoughts <p><!--summary start--> ISAs are great for many people but for those in cash, approaching or in retirement or falling into the ever-expanding IHT net better outcomes can be achieved, writes Les Cameron. And he's got the stats to back it up... <!--summary end--></p> https://www.professionaladviser.com/opinion/4028708/les-cameron-isa-stats-lead-planning https://www.professionaladviser.com/opinion/4028708/les-cameron-isa-stats-lead-planning Wed, 24 Mar 2021 07:58:34 +0000 Nottingham Building Society launches cash LISA <p><!--summary start--> Nottingham Building Society is to launch a cash-only lifetime ISA (LISA) at the end of August. <!--summary end--></p> https://www.professionaladviser.com/news/3061529/nottingham-building-society-launches-cash-lisa https://www.professionaladviser.com/news/3061529/nottingham-building-society-launches-cash-lisa Thu, 23 Aug 2018 10:35:00 +0000 Govt 'care ISA' proposal snubbed by experts <p><!--summary start--> The government is considering introducing an inheritance tax (IHT) exempt 'care ISA' to tackle the social care crisis. <!--summary end--></p> https://www.professionaladviser.com/news/3061337/govt-care-isa-proposal-snubbed-experts https://www.professionaladviser.com/news/3061337/govt-care-isa-proposal-snubbed-experts Mon, 20 Aug 2018 09:19:00 +0000 Charlene Young: Compensation rule flaws add insult to injury <p><!--summary start--> Charlene Young lists three examples where tax rules on compensation payments are being applied inconsistently - which results in investors who have already suffered a loss being further penalised... <!--summary end--></p> https://www.professionaladviser.com/feature/3061155/charlene-compensation-rule-flaws-add-insult-injury https://www.professionaladviser.com/feature/3061155/charlene-compensation-rule-flaws-add-insult-injury Wed, 15 Aug 2018 11:19:00 +0000 Origo launches transfer tracking service for advisers <p><!--summary start--> Origo has launched a transfer tracking service, which will make it easier for advisers to monitor the progress of pension, ISA and GIA transfers. <!--summary end--></p> https://www.professionaladviser.com/news/3060984/origo-launches-transfer-tracking-service-advisers https://www.professionaladviser.com/news/3060984/origo-launches-transfer-tracking-service-advisers Mon, 13 Aug 2018 09:57:00 +0000 Laura Suter: Let's tackle Lifetime ISA gremlins <p><!--summary start--> As the Treasury Committee pushes for its extermination Laura Suter makes the case for retaining the Lifetime ISA, explaining the misunderstood product is a good fit for several groups of savers <!--summary end--></p> https://www.professionaladviser.com/feature/3060875/laura-suter-tackle-lifetime-isa-gremlins https://www.professionaladviser.com/feature/3060875/laura-suter-tackle-lifetime-isa-gremlins Thu, 9 Aug 2018 12:57:00 +0000 'You turn if you want to': Seven notable government policy U-turns <p><!--summary start--> As news recently surfaced that the Lifetime ISA and pensions dashboard may be the latest government policies to get the axe, PA decided to look back at a selection of key policy changes from the past year… <!--summary end--></p> https://www.professionaladviser.com/ https://www.professionaladviser.com/ Thu, 2 Aug 2018 23:00:00 +0000 Goodbye LISA? Three advisers share their views on the lifetime ISA <p><!--summary start--> It's been on the market for just 16 months but an influential panel of MPs want to see the lifetime ISA (LISA) consigned to history. Here's what three advisers had to say on the potential abolition of the product <!--summary end--></p> https://www.professionaladviser.com/feature/3036631/-advisers-proposed-lisa-scrapping https://www.professionaladviser.com/feature/3036631/-advisers-proposed-lisa-scrapping Thu, 26 Jul 2018 14:14:00 +0000 MPs call for abolition of LISA just 16 months after launch <p><!--summary start--> The Treasury Committee has called on the government to abolish the lifetime ISA (LISA) just 16 months after it was first made available, after receiving persistently negative feedback on the product. <!--summary end--></p> https://www.professionaladviser.com/news/3036553/treasury-calls-abolition-lisa https://www.professionaladviser.com/news/3036553/treasury-calls-abolition-lisa Thu, 26 Jul 2018 05:00:00 +0000 Martin Jones: Four ways to simplify ISA saving <p><!--summary start--> Martin Jones looks at the complicated world of ISA investing and proposes four changes to simplify the process to make life easier for advisers and clients... <!--summary end--></p> https://www.professionaladviser.com/feature/3034486/isa-simplification-life-easier https://www.professionaladviser.com/feature/3034486/isa-simplification-life-easier Thu, 21 Jun 2018 23:00:00 +0000 AJ Bell launches stocks and shares LISA <p><!--summary start--> Platform AJ Bell has launched a stocks and shares lifetime ISA (LISA) for advised clients on its Investcentre platform. <!--summary end--></p> https://www.professionaladviser.com/news/3033996/aj-bell-launches-stocks-shares-lisa https://www.professionaladviser.com/news/3033996/aj-bell-launches-stocks-shares-lisa Tue, 12 Jun 2018 09:18:07 +0000 Passing on ISAs: What advisers need to know  <p><!--summary start--> While ISAs are tax-efficient investment vehicles during life they can be the opposite when a client dies. Andy Woollon outlines the options for savers and highlights why advice is essential <!--summary end--></p> https://www.professionaladviser.com/feature/3033363/passing-isas-advisers https://www.professionaladviser.com/feature/3033363/passing-isas-advisers Thu, 31 May 2018 14:40:00 +0000 Lack of confidence means women lose out financially - Scottish Friendly <p><!--summary start--> There is a stark difference in the way men and women approach savings and investment, with men considered to be significantly more confident than women, a report by Scottish Friendly has found. <!--summary end--></p> https://www.professionaladviser.com/news/3028305/lack-confidence-means-women-lose-financially https://www.professionaladviser.com/news/3028305/lack-confidence-means-women-lose-financially Wed, 14 Mar 2018 06:00:00 +0000 Taking control: Are more women seeking financial advice? <p><!--summary start--> With International Women's Day highlighting the number of financial issues women still face, the need for advice has never been greater. Victoria McKeever spoke to advisers to see if they have seen a rise in demand <!--summary end--></p> https://www.professionaladviser.com/feature/3028054/-women-seeking-advice https://www.professionaladviser.com/feature/3028054/-women-seeking-advice Thu, 8 Mar 2018 11:47:00 +0000 Govt in line for IHT boost as savers unclear on ISA rules - Canada Life <p><!--summary start--> Inheritance tax (IHT) receipts from ISA investments are set to soar as more than half of savers do not realise they form part of people's estates, Canada Life has warned.  <!--summary end--></p> https://www.professionaladviser.com/news/3027972/govt-line-iht-boost-savers-unclear-isa-rules https://www.professionaladviser.com/news/3027972/govt-line-iht-boost-savers-unclear-isa-rules Wed, 7 Mar 2018 11:54:00 +0000