Individual Savings Account

07 January 2025

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

07 January 2025

Investing for children - what you need to know
The rules to consider when investments are made for the benefit of, or on behalf of, minor children

30 December 2024

Junior ISA (JISA)
The nature of a JISA investment and planning opportunities

24 December 2024

ISAs in financial planning
Using ISAs in financial planning

24 December 2024

ISAs and pensions compared
The benefits of the two key investment products - ISAs and pensions

23 December 2024

Taxation of an ISA
How ISA income and gains are taxed

23 December 2024

Qualifying ISA investments
The investments that can be held inside an ISA

20 December 2024

ISA contribution limits and subscription rules
Basic rules for a stocks and shares ISA and a cash ISA

19 December 2024

Qualifying ISA investors
Who is eligible to have an ISA?

18 December 2024

What is an ISA?
The nature of the ISA investment and method of investment

02 December 2024

Help to Buys ISAs - quarterly statistics released
HMRC quarterly statistics for the Help to Buy ISA

24 October 2024

ISAs and CTFs - an update from HMRC
The latest news impacting tax-free savings, as set out in HMRC�s tax-free savings newsletter

16 October 2024

ISAs and fractional shares - new policy paper from HMRC
New measures which will affect the information that Individual Savings Account (ISA) managers must get for new applications, the rules for ISA transfers between ISA managers, and allow fractional interests

26 September 2024

ISAs and fractional shares - a confirmation from HMRC
Whether ISAs can hold fractional shares

23 September 2024

Latest annual savings statistics
HMRC statistics on Individual Savings Accounts, Child Trust Funds and Help to Save accounts

20 September 2024

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

19 September 2024

ISAs and fractional shares - an update
Whether ISAs can hold fractional shares

23 August 2024

Help to Buys ISAs - quarterly statistics released
HMRC quarterly statistics for the Help to Buy ISA

23 August 2024

Could there be ISA tax changes in the budget?
A review of some possible changes to Isas in the Budget to generate additional tax revenue

26 July 2024

Taxation fundamentals for children
Income tax, capital gains tax and the settlement anti avoidance rules