ISAs
Managers warn of bubble territory for favourite holdings in AIM IHT portfolios
Govt allowed AIM share investment via ISAs in 2013
April changes will cut tax 'wastage' by £2bn, Unbiased says
Stats from Unbiased and Prudential
Three things clients may call you about...
Weekend stories that could spark calls
FCA excludes P2P products from independent advice rules
Advice on the products to be made regulated activity
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.
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.
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.
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...
Rewriting the rules on retirement planning
Rewriting the rules on retirement planning
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.
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.
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.
Hargreaves proposes ISA rule changes ahead of Budget
Hargreaves Lansdown has outlined five amendments to the rules surrounding ISAs ahead of the March Budget which it said could help boost saving and investment.
ISA investors willing to up risk to boost savings - research
ISA investors are open to taking on more risk in order to increase their savings, research suggests.
IFA Prosperity links with Brooks Macdonald AM
Prosperity Independent Financial Advisers and Stockbrokers has joined forces with investment specialist Brooks Macdonald Asset Management to give clients targeted access to their funds.
Majority of consumers see value of financial advice - research
More than half of consumers believe they would benefit from seeking financial advice, according to a report out today.
Top ISA fund picks
FUND PICKS
Budget 2013: CTF investors could be £7,500 better off
Plans to allow "zombie" child trust funds (CTFs) to be switched to Junior ISAs could see savers £7,500 better off.
Budget 2013: Govt to consult on switching CTFs to Junior ISAs
The Government will consult on options for transferring savings held in child trust funds (CTFs) into Junior ISAs.
Govt consults on growing range of shares in ISAs
The government is consulting on plans to expand the range of shares that are eligible for a stocks and shares ISA.
Aviva shelves plans for workplace savings hub
Aviva has scrapped plans to add a group ISA and group SIPP to its employee benefits platform, Work:Life.
ISA savers resigned to low interest rates, says NS&I
More savers appear willing to accept lower rates of interest on savings products as the UK's base rate remains at its historic low of 0.5%, research suggests.
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