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ISA reform

  • Government’s £4.4bn gain on ‘shares tax’ puts investors on edge

    Economics

    Investors have stepped in to provide the government with a cheap fix after receipts from the ‘share tax’ grew to £4.4bn amid fears it was harming London’s capital markets.  Rachel Reeves has spoken about her desire to boost the UK’s retail investment culture as part of her drive to deliver higher growth and yield more [...]

  • Octopus Money CEO: Cash ISA saving can be ‘over-comforting’

    Investing

    Saving into cash ISAs can lead investors to become “over-comforted” with their financial situation, despite likely better choices, the CEO of Octopus Money has said. Speaking to City AM, Ruth Handcock argued that the fact that 92 per cent of Brits do not receive financial advice was “the biggest unsolved problem in financial services”. “It [...]

  • Cash ISAs: Record £14bn piled in after rumoured cut from Reeves

    Investing

    A record £14bn was put into cash ISAs in April as the new tax year kicked off, fresh figures from the Bank of England show, marking the highest amount since April 1999. The ballooning savings follow speculation over the fate of cash ISAs amid rumours of a cut to the allowance. In the Spring Statement [...]

  • Why you should invest early in the tax year

    May 22, 2025

    Data shows that those who invest regularly and at the start of the year can be thousands of pounds better off than those who wait until the end.  We’re about a month into the tax year, and there’s no time like now to make sure your investments are working as hard for you as they [...]

  • Cash ISA limit reduction abandoned by Reeves

    May 20, 2025

    Chancellor Rachel Reeves has confirmed that the government will not cut the £20,000 limit on cash ISA deposits, after speculations that the limit could be slashed to encourage investment. Speaking to the BBC, Reeves said: “I’m not going to reduce the limit of what people can put into an ISA, but I do want people [...]

  • Chancellor Rachel Reeves warned against slashing cash ISA allowance

    May 17, 2025

    Finance chiefs have urged Rachel Reeves not to reform cash ISAs amid reports the Chancellor plans to slash the tax-free savings allowance. The Treasury is reportedly considering lowering the annual cash ISA allowance from £20,000 to £4,000, to encourage more people to put their money into investments, with Reeves looking for new sources of investment [...]

  • How Rachel Reeves could change the cash ISA

    May 12, 2025

    News that Chancellor Rachel Reeves is preparing to launch a consultation on reforms to the ISA regime in the coming weeks has swept the City, re-kindling speculation of cuts to the cash ISA limit. In the Spring Statement earlier this year, Reeves confirmed that ISA reform was on the horizon, with changes to the regime [...]

  • AJ Bell investors dodge market turmoil as assets swell

    April 24, 2025

    AJ Bell investors managed to dodge the market turmoil that plagued the first quarter of the year, bringing the platform’s assets up to a record £96.2bn. The direct-to-consumer platform has been the only large investment firm so far during quarterly results season to report that assets under management had risen over the first three months [...]

  • Cash ISAs fall out of favour as investors flock to Stocks and Shares ISAs

    April 2, 2025

    Cash ISAs are increasingly becoming unpopular with investors, while the number of Stocks and Shares ISAs has surged 57 per cent amid planned reforms to the investment wrapper. An analysis of HMRC data by Investengine revealed that new Cash ISA accounts have fallen seven per cent over the last five years, despite recently announced plans [...]

  • Almost 1 in 5 Brits never heard of Stocks and Shares ISA

    March 27, 2025

    Almost one in five Brits have “never heard” of a Stocks and Shares ISA, while a quarter say that while they’ve heard of the UK investment wrapper, they don’t know anything about it. A survey on the struggles of ISA takeup has revealed that 17 per cent of UK adults had never heard of the [...]

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