Aegon criticises UK Isa plans as consultation deadline nears
Firm said proposed product will fail to meet Government objectives
ISAs
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P1 Platform and Firenze to offer advisers loans backed by investment accounts
Provides clients with liquidity without having to sell investments
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Money talks: Keeping it in the family
Morningstar Wealth’s Ben Lester encourages greater communication when it comes to intergenerational financial planning
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IHT receipts up again as HMRC stays on track for £9.5bn by 2030
HMRC reported an IHT take of £700m in April
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Six advised platforms grab 60% of new business – Lang Cat
Gap between the largest platforms and their smaller rivals is growing
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Spring Budget 2024: British Isa announced
Additional £5,000 top up also announced in spring budget.
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Aisa International warns of Isa tax trap for Brits moving to EU
Firm has warned of bad advice from unlicensed advisers