Lifetime ISA (LISA) withdrawal events should be expanded to include redundancy and critical illness, according to research from the Tax Incentivised Savings Association (TISA).
Penalty-free access to LISA savings is currently permitted for first-time buyers, when the saver reaches 60 and in the case of terminal illness. However, the financial services organisation believes...
ISA tax relief cost £3.3bn in 2018/19
Only one in ten opt for an annuity
‘Dramatic’ drop due to pandemic’s economic impact
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The fact that emotions can so significantly impact investment decisions means the issue is becoming ever more important for advisers