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ISAs

Pensions

Three things clients may call you about...

Weekend stories that could spark calls

clock 08 February 2016 • 2 min read

Regulation

FCA excludes P2P products from independent advice rules

Advice on the products to be made regulated activity

clock 03 February 2016 • 2 min read

Investment Trusts

HMRC allows ISA access to peer-to-peer lending trusts

HM Revenue & Customs (HMRC) has widened the range of investments available through ISAs to include peer-to-peer lending trusts.

clock 16 June 2015 •

ISAs

TISA outlines ISA inheritance guidelines

TISA, the British Bankers Association (BBA) and the British Societies Association (BSA) have published guidelines explaining how ISAs can be passed on tax free upon death.

clock 13 April 2015 •

ISAs

Budget 2015: Govt unveils 'radical' ISA changes & 'Help to Buy ISA'

Chancellor George Osborne has announced a 'radically more flexible' ISA system as he used the final Budget of the current Parliament to offer more saver-friendly policies to the electorate.

clock 18 March 2015 •

Your profession

Three things clients may call you about this week

Professional Adviser's weekly heads-up on what your clients may have read in the national newspapers at the weekend...

clock 16 March 2015 •

Income

Rewriting the rules on retirement planning

Rewriting the rules on retirement planning

clock 24 February 2015 •

ISAs

Mortgage approvals down 20% on 2013, as ISA savings rise 38%

High street bank mortgage approvals were down 20% in November compared with the year before, new figures from the British Bankers' Association (BBA) have shown.

clock 24 December 2014 •

ISAs

AS14: ISAs to retain tax-free status on death

Chancellor George Osborne announced today that ISAs will retain their tax-free status when transferred after death.

clock 03 December 2014 •

Tax Planning

Sir Charlie Bean: Rates could hit 5% within decade

The outgoing Bank of England (BoE) deputy governor Sir Charlie Bean has said it is "reasonable" to expect interest rates to return to 5% within a decade.

clock 29 June 2014 • 1 min read
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