Investment Advice

ISA Benefits tax
12.08.26

ISA benefits under attack

Most financial planners have reacted with disbelief at the treasury’s latest attack on ISA benefits. Chancellor Rachel Reeves announced that she was introducing a 22% tax on the cash element of stocks and shares ISAs. Over 4 million people currently hold investments in stocks and shares ISA’s and a further 12 million people hold cash ISAs. So, this change...

Awards and Accreditations

Pension Transfer Gold Standard
Investment-Planner
Financial Vulnerability Taskforce
Uk Top Rated Adviser 2026
Uk Top Rated Adviser 2025
VF 23
Vouched For 2022
Vouched For 2021
Vouched For 2020
Vouched For 2019
Vouched For 2018
Vouched For 2017
Vouched For 2016
Vouched For 2015
Vouched For 2014

The service provided was both professional and extremely helpful, without Christina’s help we would have lost money and took a long time to obtain our pension funds.

Mr & Mrs W

We have been very happy with the service and everyone we have spoken to at the office has been very helpful.

Mrs P

The service provided was both professional and extremely helpful, without Christina’s help we would have lost money and took a long time to obtain our pension funds.

Mr & Mrs W