Lifetime ISA (LISA) – a whole new savings vehicle
The Chancellor has unveiled plans to introduce a new Lifetime ISA (LISA) from April 2017. This is an extra savings vehicle for younger savers.
LISAs will only be available to savers between the ages of 18 and 40. Savers will …
Budget 2016 – a date for your diary
Chancellor George Osborne will deliver his 2016 budget to parliament on Wednesday 16 March 2016.
The budget will set out the government’s financial plan of action for the next few years.
The 2014 budget announced dramatic changes to pension legislation, …
Happy new tax year
Today (6th April) marks the start of the new tax year. This means you can now start contributing towards your tax year 2015/16 ISA and pension.
Farrell Financial Planning are in the process of updating their ISA and pension pages …
Budget 2015 – a date for your diary
Chancellor George Osborne will deliver his 2015 budget to parliament on Wednesday 18 March 2015.
The budget will set out the government’s financial plan of action for the next few years.
The 2014 budget announced dramatic changes to pension legislation, …
New rules for ISAs
ISA savers are to benefit from the 2014 Autumn Statement. Historic ISA rules have meant the tax advantages associated with the ISA automatically cease on the death of the person who owns the ISA.
In many cases this will still …