Articles

  • 5 days ago | moneyweek.com | Ruth Emery

    ISAs are one of the most popular savings and investment products – and inheritance tax (IHT) is one of the most hated taxes. So, a natural question posed by many ISA customers is whether it’s possible to protect ISAs from the dreaded inheritance tax, and pass these tax-efficient vehicles onto loved ones without the taxman taking a bite out of them. The question has perhaps become more pertinent given that pension pots, currently exempt from IHT, will be liable for the tax from April 2027.

  • 1 week ago | msn.com | Ruth Emery

    Microsoft Cares About Your PrivacyMicrosoft and our third-party vendors use cookies to store and access information such as unique IDs to deliver, maintain and improve our services and ads. If you agree, MSN and Microsoft Bing will personalise the content and ads that you see. You can select ‘I Accept’ to consent to these uses or click on ‘Manage preferences’ to review your options and exercise your right to object to Legitimate Interest where used.

  • 1 week ago | moneyweek.com | Ruth Emery

    Hargreaves Lansdown has slashed its platform fee for early-bird investors opening a new stocks and shares ISA or self-invested personal pension (SIPP). The annual charge will drop by 40%, from a maximum of 0.45% to 0.27%, for customers contributing or transferring in at least £10,000. The special deal is available to those opening and funding an account between 15 April and 30 June 2025.

  • 1 week ago | moneyweek.com | Ruth Emery

    ISAs (individual savings accounts) turn 26 this month after the then-chancellor Gordon Brown launched them back in April 1999. The arrival of the tax-free accounts included cash ISAs and stocks and shares ISAs, plus a £7,000 allowance. Over the past few decades, the ISA family has been widened to include junior ISAs, lifetime ISAs and innovative finance ISAs. The annual ISA allowance has also been bumped up to £20,000.

  • 1 week ago | msn.com | Ruth Emery

    Microsoft Cares About Your PrivacyMicrosoft and our third-party vendors use cookies to store and access information such as unique IDs to deliver, maintain and improve our services and ads. If you agree, MSN and Microsoft Bing will personalise the content and ads that you see. You can select ‘I Accept’ to consent to these uses or click on ‘Manage preferences’ to review your options and exercise your right to object to Legitimate Interest where used.

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Ruth Emery
Ruth Emery @Ruth_Emery
26 Mar 25

Just 10 days to go until the end of the tax year. If you're planning to top up your ISA, check out my latest piece for @TimesMoney as I bust 7 popular myths about the ISA rules https://t.co/gOrU62UGVK

Ruth Emery
Ruth Emery @Ruth_Emery
26 Mar 25

"Rachel Reeves sets the scene for ISA reforms" - follow our live blog on @MoneyWeek for the latest #SpringStatement analysis https://t.co/GZcGIjEJ2r

Ruth Emery
Ruth Emery @Ruth_Emery
21 Mar 25

RT @MoneyShe_: Our founder @thatginamiller - is in support of a #wealthtax "Now is the time for a new generation of philanthropists to ste…