Tag Archives: Individual Savings Account
Tax Free Income
Stephen doesn’t exist. But if he did this would be his story of how we helped him achieve a tax free income of £35,000 per annum.. When we first met Stephen everything was great. Having just turned 55 he was … Continue reading
New ISAs – a warning
In his recent Budget announcement the Chancellor of the Exchequer has remapped the ISA landscape. He’s created a New ISA (NISA) by merging cash ISAs and stocks and shares ISAs. From 1st July 2014 it will be possible to switch from stocks and … Continue reading
Budget 2014 – Big news for Pensions and ISAs
Wow! What a Budget that was. I’ve seen a few Budgets in my time and I always find them quite interesting – it goes with the job I suppose. But WOW. I think that was the first budget for financial … Continue reading
It’s ISA advert season
The arrival of spring weather can be difficult to predict. Last year, we enjoyed a balmy March and as soon as the hosepipe ban was announced in April, it rained until Christmas. This year was going according to plan with … Continue reading
Cash ISAs – Are they the real deal?
Many savers (I won’t use the term investors) are attracted to cash ISAs for 2 reasons; Monies are helds in a tax free environment Minimal risk I can’t argue with either except perhaps when the following question is asked; “Why … Continue reading
