Individual Savings Account

24 September 2026

Cash ISA limit reduction - new HMRC Policy Paper
The new Ł12,000 annual limit on cash ISAs (for under-65s) from 6 April 2027

16 September 2026

ISA fundamentals - what you need to know
ISAs, the fundamentals and planning opportunities

03 September 2026

Case study - is setting up a JISA for children with disabilities or learning difficulties a good idea?
Issues that can arise with junior ISAs (JISAs) when the child turns 18 if they have special educational needs (SENDS). An important objective for parents and grandparents is saving for their child’s future. Tax efficiency is key, which is why, normally, the first investment made is into JISAs

26 June 2026

Tax announcements published 23 June in relation to Cash ISAs and the new First-Time Buyer ISA
Consultation on the new First-Time Buyer ISA and an update on Cash ISA anti-circumvention rules - published by the Government on 23 June

08 June 2026

Key updates from HMRC's latest tax-free savings newsletter
HMRC’s latest tax-free savings newsletter, which covers guidance updates on cryptoasset Exchange Traded Notes and long-term asset funds, and Junior ISAs, the new ISA compliance regime and deferral of the National Insurance number requirement for existing ISAs

28 April 2026

Case study - JISA and ISA savings for 16 to 18-year-olds - transitional rules for those aged 16 or 17 on 5 April 2024
How much can be saved in Junior ISAs and ISAs for those aged between 16 and 18. How this changed from 6 April 2024