ISA

Firms plans to roll out new ISA product

A number of key financial dates recur every year, and it's just as important your clients know about them than you do.

Allowances of £26,700 up for grabs this year

Spread the happiness

What may have caught your clients' attention in our weekly weekend papers round-up...

Unicorn Asset Management has teamed up with discretionary fund manager WM Capital Management to launch an investment service built to provide inheritance tax (IHT) exemption to investors.

The majority of advisers have joined the chorus against a switch to ISA-style pension taxation, or move to introduce a flat rate of pension tax relief, research suggested.

No titanic struggle over pension ISAs

Pensions are finished, according to Johnson

A change in the way the government collects tax on pension savings will not make people save more way for their retirement, according to the latest consumer research.