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ISAs

ISAs

Question: What impact will the Budget have on people coming up to retirement, and how will it affect how advisers deal with their clients' retirement savings?

Each month, we ask our industry to answer one big question!

clock 01 June 2009 •

Investment

Isa sales up £273.5m on March 2008

Net sales of UK domiciled Isas were £321m in March, a positive increase on February which saw outflows of £112.5m, and £273.5m up on the £47.5m inflow in March 2008, according to figures from the IMA.

clock 27 April 2009 •

Investment

HMRC extends ISA deadline for Icesave savers

HMRC has extended the deadline for Icesave savers who have not yet transferred their cash ISA.

clock 31 March 2009 •

Your profession

IMA calls for increased Isa limit

The IMA is calling on the Government to raise the Isa allowance to £9,600 and urges further incentives to boost savings in the UK.

clock 26 March 2009 •

Investment

IMA calls for increased ISA limits

The IMA is calling on the Government to raise the ISA allowance to £9,600 and urges further incentives to boost savings in the UK.

clock 26 March 2009 •

Investment

Skandia unit trust and mutual fund sales dip 25%

Skandia's sales of unit trusts and mutual funds in the UK and offshore fell by a quarter over the year to £1.715bn from £2.275bn.

clock 04 March 2009 •

Your profession

Skandia unveils ISA support for advisers

Skandia has unveiled a range of ISA support services to help advisers in the run-up to the end of the tax year.

clock 26 February 2009 •

Your profession

Adviser ISA transfer kit launched

Clerical Medical has launched an ISA transfer kit in its latest bid to help advisers manage their clients' investments more simply.

clock 24 February 2009 •

Investment

LV= launches ISA fund trio

LV= has launched three new ISA options, offering savers an alternative for their savings following record interest rate cuts.

clock 23 February 2009 •

Tax Planning

Investors should transfer ISAs into SIPPs

Higher rate taxpayers should consider making up any shortfall in their pension fund by transferring cash held in ISAs into a SIPP, according to Killik & Co.

clock 03 February 2009 •
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