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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...

27.05.23

AI investment Planner fund
investment-planner-review
20.02.23

Investment Planner review latest Dog Funds list
Investment-Planner-mini-budget
28.09.22

Investment planner mini budget update
Investment-Planner-Information
22.08.22

Investment Planner information – Dog Fund list is back out
12.07.21

Climate Change disclosure comes to financial services.
Investment-Planner
24.05.21

More protection from scams proposed.

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