The Budget is on 18 March and the tax year ends on Easter Sunday (5 April). This year’s Budget will take place within a fortnight of Parliament winding up ahead of the general election on 7 May. That means little … Continue reading →

More details have emerged about how ISAs can be inherited. One of the rabbit-out-the-hat features of December’s Autumn Statement was the announcement that if you outlived your spouse or civil partner you could ‘inherit’ their ISA. It sounded an attractive … Continue reading →

The Treasury has rebranded its ‘guidance guarantee’. The ‘guidance guarantee’ was one feature of the new pension tax regime on which the Chancellor placed considerable emphasis when he made his surprise Budget announcement last March. The initial consultation paper said … Continue reading →

The long-awaited terms for these bonds have been announced In last March’s Budget, the Chancellor announced that National Savings would launch a new Pensioner Bond with “market leading” rates. He said that for costings purposes, the assumed rates were 2.8% … Continue reading →