ISAs

9
Mar

Tax efficient investments ahead of the tax year end

  Don’t forget to make tax efficient investments ahead of the tax year end With the end of the tax year looming there is still time to save tax for 2019/20. Make full use of your ISA allowance – ISAs can offer a useful tax free way to save, whether this is for your children’s future, a first home or

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8
Mar

Tax efficient investments ahead of the tax year end

  Tax efficient investments ahead of the tax year end With the end of the tax year looming there is still time to save tax for 2018/19. Make full use of your ISA allowance – ISAs can offer a useful tax free way to save, whether this is for your children’s future, a first home or another purpose. Individuals may

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4
Jan

New Year resolutions to save tax

  At this time of year we think about New Year’s resolutions. It is also a good time to start planning your tax affairs before the end of the tax year on 5th April. An obvious tax planning point would be to maximise your ISA allowances for the 2017/18 tax year (currently £20,000 each). You might also want to consider

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2
Mar

Have you used your 2016/17 ISA allowance?

  Your maximum annual investment in ISAs for 2016/17is £15,240. Your investment needs to be made before 6 April 2017. In addition, have you thought about investing for your children or grandchildren by setting up a Junior ISA? In the 2016/17 tax year, you can invest £4,080 into a Junior ISA for any child under 18.  

6
Feb

Don’t forget your 2016/17 ISA allowance

  The current ISA allowance is £15,240, rising to £20,000 for 2017/18. Remember that there is no longer a 50% restriction on the amount that you can invest in a cash ISA; the £15,240 annual limit covers all ISA investments which could be in shares, bonds, cash or certain other investments.  

6
Feb

New Government savings scheme starts in April 2017

  From April 2017, adults under the age of 40 will be able to open a Lifetime ISA (LISA) and pay in up to £4,000 each tax year. They will be able to continue making contributions up to the age of 50. The government will add a 25% bonus to these contributions. This means that individuals who save the maximum

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16
Mar

USED YOUR 2015/16 ISA ALLOWANCE?

Your maximum annual investment in ISAs for 2015/16 is £15,240.  Your investment needs to be made before 6 April 2016.  In addition, have you thought about investing for your children or grandchildren by setting up a Junior ISA? In the 2015/16 tax year, you can invest £4,080 into a Junior ISA for any child under 18.

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