A comprehensive round-up of tax efficient investments and strategies to protect your wealth
ISA season is truly upon us now, but our users are thinking about much more than just how to make the most of their allowances. Tax-efficient investments, wills and how to pass pensions on optimally are also top of the agenda.
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You only have until midnight on 5 April to use your ISA allowance, but there is still plenty of time to ensure your savings are working as hard as they possibly can. Here are our 10 top tips for maximising your ISA
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This guide explains the key benefits – and challenges – of investing via a SIPP and outlines when the affluent might need to take professional advice.
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What is an ISA and how much is my allowance? In simple terms, ISAs (Individual Savings Accounts) and their Junior equivalents are tax shelters for your savings and investments. Interest earned on other savings (or current) accounts may be liable for income tax once an individual’s Personal Savings Allowance has been reached. Basic rate taxpayers […]
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