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Pensions Savings Investments

ISA allowances

Details of investment maximums for ISAs, the Junior ISA and the Lifetime ISA.

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Planning for you and your family

No matter what your age, personal or financial status, you will have dreams, and expectations. With the impact of the ongoing flat economy also necessitating further review, we can advise and help you plan how to make your goals a reality.

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Easy access savings accounts fall below official interest rate

A mere 5 per cent of easy access savings accounts are offering returns above the official rate of interest.

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Savings accounts deliver little return for the majority

It has been estimated that the majority of savings accounts are failing to provide savers with a genuine return on their money.

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Tax refund campaign for pensioners

HM Revenue and Customs (HMRC) has launched a campaign aimed at pensioners who may have paid too much tax on the interest earned from savings accounts.

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Savings accounts squeezed on interest rates

One in ten of variable rate savings accounts have seen their interest rates cut over the past six months.

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Workplace pension schemes not always keeping savers informed

A number of workplace pension schemes are failing to provide their members with clear enough information about the choices open to them on retirement.

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Tax-efficient investments

Including ISAs, pension contributions, enterprise investment scheme (EIS), seed enterprise investment scheme (SEIS) and venture capital trusts (VCTs).

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Fixed-term savings rates show a fall

Interest rates on fixed savings accounts declined over the past month, new figures have revealed.

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