Tag Archives: ISA

Lifetime ISA – One for the kids and/or grandkids?

School Fees Planning

Since April 2017, you’ve been able to open a Lifetime ISA if you’re aged between 18 and 40. For every £4 you pay in, the government will add £1. You can pay in a maximum of £4,000 a year to receive the £1,000 bonus from the government, which will be added at the end of […]

Budget round-up

Budget Round-up

Pension lifetime allowance In an unexpected announcement, the maximum value of pension wealth which can be accumulated without incurring a 55% tax charge is to be reduced from £1.25 million to £1 million with effect from April 2016.