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The Lifetime ISA (LISA) may not survive after low uptake by providers and fresh criticisms from parliament. The LISA has been reviewed by the Treasury Select Committee, which was critical of, “its complexity, its perverse incentives, its lack of complementarity with the pension saving landscape...

13 August, 2018 /

There are advantages to planning your ISA investments around the start of the tax year. With ISAs all the taxation benefits occur after investment is made, yet the focus is often on year-end contributions. Various articles on ISAs filled the weekend press in March, and...

23 April, 2018 /

The rules for inheriting ISAs will change from 6 April. It was announced by George Osborne in 2014 that ISAs would become inheritable by surviving spouses and civil partners. At the time, nobody – not even the Treasury – was clear what the then chancellor meant. The...

12 March, 2018 /

Investors and their advisers should start to turn their focus to the end of the tax year on 5 April. ISA contributions have historically always been focused on the end of the tax year. This is the case even though it would make more sense to...

12 February, 2018 /