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ISAs

Investment General

Top cash ISA rates down 10% on last year

The highest rate offered on fixed-term five-year cash ISAs is down 10% on last year, from 5% to 4.5%, according to a comparison report released today.

clock 07 March 2012 •

ISAs

Trouble with the banks? One adviser's battle with Barclays

An adviser has criticised Barclays Wealth for what he says have been "ridiculous" delays transferring a client's portfolio.

clock 07 March 2012 •

Tax Planning

Tax 'wastage' this year to top £12bn - report

British taxpayers have wasted £88.6bn in tax relief over the last decade, and will waste a further £12.6bn in 2012 alone, a new report suggests.

clock 02 March 2012 •

Investment

ISAs overtake pensions for first time in a decade

Saving into stocks and shares ISAs overtook savings into pensions for the first time in a decade in 2010/11, figures suggest.

clock 29 February 2012 •

Wrap/platforms

How to shelter £58k from taxman this ISA season

Advisers have been urged to remind clients they could shelter more than £58,000 from the taxman this ISA season.

clock 22 February 2012 •

ISAs

Zurich launches ISA site for advisers

Zurich Financial Services has launched a website aiming to help advisers ensure their clients use their full annual ISA allowance.

clock 14 February 2012 •

ISAs

Govt rejects Lords' call for AIMs in ISAs

The Treasury has again rejected calls to allow more alternative investment market (AIM) shares in individual savings accounts (ISAs).

clock 31 January 2012 •

Economics / Markets

Five things your clients will call you about this week

It's our round-up of the stories your clients may have read in the weekend's national newspapers...

clock 23 January 2012 •

ISAs

Advisers give cautious welcome to commission comparison tool

Advisers have given a cautious welcome to a new tool claiming to reveal and compare the amount of commission consumers are currently paying through their investments.

clock 18 January 2012 •

ISAs

TISA welcomes Treasury ISA top-up plans

The Tax Incentivised Savings Association (TISA) has welcomed Treasury proposals which will give investors affected by the failure of financial firms the opportunity to use compensation to top up their ISAs beyond the current subscription limits.

clock 06 December 2011 •
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