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ISAs

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 •

ISAs

JISAs: Your clients' investment options

Peter Walls, manager of the Unicorn Mastertrust fund, offers his advice on which asset classes are best suited for newly-launched Junior ISAs.

clock 01 December 2011 •

Wrap/platforms

Hargreaves defends charging £2 a month for tracker funds

Hargreaves Lansdown plans to charge investors who hold certain tracker funds on its Vantage platform a flat fee of up to £2 per month, compared to the current annual rate of 0.5%.

clock 21 November 2011 •

ISAs

The IHT planning benefits of Junior ISAs

Paul Kennedy, head of tax planning at Fidelity Fundsnetwork, explains how Junior ISAs should be a welcome addition to the adviser's tax-planning armoury...

clock 01 November 2011 •

ISAs

Your eight-point guide to Junior ISAs

Junior ISAs replace Child Trust Funds from today (1 November). Maria Merricks offers a quick run-down of what advisers need to know.

clock 01 November 2011 •

ISAs

From wary to daring: Sixteen funds for a JISA

Fidelity Fundsnetwork has unveiled a shortlist of 16 funds approved by Old Broad Street Research (OBSR) as suitable for Junior ISAs.

clock 28 October 2011 •
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