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Lifetime ISA and ISA limit

Lifetime ISA and ISA limit The overall annual ISA subscription limit will be increased to £20,000 from 6 April 2017. From April 2017, a new Lifetime ISA will be available for adults ...
/news/lifetime-isa-and-isa-limit.htm

Lifetime ISA guidance updated

Lifetime ISA guidance updated HM Treasury has updated its factsheet on the new Lifetime Individual Savings Account (ISA), which are expected to launch in April 2017. Key features of the new ISA...
/news/lifetime-isa-guidance-updated.htm

ISA limits update

ISA limits update The maximum annual investment limit for Individual Savings Accounts (SAs) will remain at £20,000 for 2018/19 (of which, for eligible investors, £4,000 may be saved...
/news/isa-limits-update.htm

Individuals

Individuals Personal allowances  Immediate changes    2014/15 2015/16 Born after 5 April...
/news/individuals.htm

Tax Efficient Investments

Tax Efficient Investments   Most allowances for tax efficient investments are fixed for each tax year and cannot be carried over to the next year if not used. If you have money to inve...
/news/tax-efficient-investments.htm

Use of Home Deductions at a fixed rate to partnerships

Use of Home Deductions at a fixed rate to partnerships   Legislation will be introduced in Finance Bill 2016 to amend the simplified expenses legislation in ITTOIA 2005 to clarify how ...
/news/use-of-home-deductions-at-a-fixed-rate-to-partnerships.htm

Budget Update - Savings and Investments

Budget Update - Savings and Investments   Enterprise Investment Scheme Income tax relief for investors is to be proposed to be enhanced as follows: Rate of income tax relief: 2...
/news/budget-update-savings-and-investments.htm

Spring Budget 2017 - Individuals

Individuals Personal allowance and income tax threshold The personal allowance for 2017/18 is set at £11,500 (£11,000 in 2016-17), and the basic rate limit will be increased to ...
/news/spring-budget-2017---individuals.htm

March Budget - Investments

March Budget - Investments Seed Enterprise Investment Scheme (SEIS)  The SEIS was introduced for a limited five year period from 1 April 2012. The SEIS has now been made permanent, wi...
/news/march-budget---investments.htm

Tax-efficient savings for children

Tax-efficient savings for children There are a number of ways to save or invest for children - some accounts are tax-efficient but rigid, others are often flexible but liable to tax. Inter...
/news/tax-efficient-savings-for-children.htm

Autumn Budget 2017 - Individual Savings Account and Child Trust Funds annual subscription limits

Autumn Budget 2017 - Individual Savings Account (ISA) and Child Trust Funds annual subscription limits The ISA subscription limit for 2018/19 will remain unchanged at £20,000. The annual ...
/news/autumn-budget-2017---individual-savings-account-and-child-trust-funds-annual-subscription-limits.htm

Autumn Budget 2018 - Savings - allowance and tax rate

The 0% band for the starting rate for savings income will be retained at its current level of £5,000 for 2019/20 and will not be up-rated in line with inflation. For 2019/20, the persona...
/news/autumn-budget-2018---savings---allowance-and-tax-rate.htm

Changes to dividend taxation

Changes to dividend taxation From 6 April 2016, the dividend tax credit will be replaced by a new dividend allowance in the form of a 0% tax rate on the first £5,000 of dividend income pe...
/news/changes-to-dividend-taxation.htm

Dividend Allowance

Dividend Allowance – The Government’s attempt to match an incorporated business’s tax to that of a sole trader – See below for the facts and my view Legislation included...
/news/dividend-allowance-.htm
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