Managing your investments

Pension tax tips to consider before 6 April

The end of the tax year is a natural time to check you are making use of your annual tax allowances before they expire on...

Mon, 03/04/2023 - 11:32

‘Bed and ISA’ transactions increase by 387% since Chancellor’s wealth tax raid announced in November

Chancellor Jeremy Hunt’s wealth tax raid from 6 April has precipitated a near four-fold increase in Bed and ISA transactions since he announced cuts to...

Fri, 31/03/2023 - 10:57

Millions of small shareholders face a tax tsunami from April

An estimated 1.8 million more people will be caught in the dividend tax net in the next two years, according to figures released by HMRC...

Fri, 31/03/2023 - 10:55

How the Lifetime ISA can shave years and thousands off your home deposit savings plan

Lots of wannabe first-time buyers may feel like their dreams of getting on the property ladder are slipping further away. The past couple of years...

Fri, 31/03/2023 - 10:45

Tracker funds dominate ISA season

This ISA season has been well and truly owned by tracker funds, which goes to show that the passive fund industry is still advancing onto...

Thu, 30/03/2023 - 14:45

Shock inflation rise creates rate hike dilemma

Thinking back just a few weeks when supermarket salad aisles were suddenly empty and people were willing to pay just about anything to grab the...

Thu, 23/03/2023 - 13:54

Lifetime allowance abolished in pension tax reform bonanza

Chancellor Jeremy Hunt revealed a series of surprise measures on pension taxation, with plans to abolish the Lifetime Allowance among the most eye-catching. Other major...

Wed, 15/03/2023 - 17:40

Eight trusts and funds for ISA season

Now in the throes of ISA season, people will be considering their investment choices and reviewing what’s in their portfolios before the start of the...

Fri, 03/03/2023 - 10:25

Is a Lifetime ISA a good alternative to a pension?

Getting the biggest bang for your retirement buck will be one of the key considerations for people choosing where to invest their hard-earned savings.

For...

Wed, 01/02/2023 - 14:06

Lifetime ISA turns five: how one investor turned £12,000 into £215,000

The new tax year marks five years since the Lifetime ISA was launched, after George Osbourne’s surprise announcement just a year earlier that he was...

Wed, 01/02/2023 - 11:53

Pages