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ISA

Your profession

Quick quiz of the week's news #20

QUICK QUIZ

clock 06 December 2013 •

Investment

Peer-to-peer lending to be allowed in ISAs - reports

Savers will be able to shelter any returns from peer-to-peer lending activities in a tax-free individual savings account (ISA), according to reports.

clock 03 December 2013 •

Your profession

Financial planning throughout the ages

In this case study Simon Willoughby demonstrates the value of advice through different life stages.

clock 27 November 2013 •

Investment

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.

clock 28 October 2013 •

Regulation

Treasury explores £100k ISA cap and pension lump-sum cut

The Treasury is exploring the idea of capping tax-free ISA allowances to crack down on 'ISA millionaires', while investigating plans to reduce the amount retirees can take as a tax-free lump sum.

clock 14 October 2013 •

Regulation

Viva la revolution! The future looks bright for pensions

RETIREMENT

clock 29 August 2013 •

Your profession

Five things clients will call you about this week

FIVE THINGS

clock 27 August 2013 •

Tax Planning

ISA ban on AIM shares lifted

The government has announced new ISA rules that will make it easier for people to invest directly into small businesses.

clock 02 July 2013 •

Pensions

Pensioners see incomes eroded by inflation on 'safe' investments

Paltry returns on 'safe' investments such as cash and gilts have caused three out of five retirees lose out on around £2,400-a-year in real terms as inflation eats into the income they use to supplement their pensions.

clock 19 June 2013 •

Investment

Take-up of ISAs falls for first time

The amount of money put into ISAs has fallen for the first time ever, according to accountancy firm UHY Hacker Young.

clock 14 May 2013 •
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