How you could save £226,436 just by maxing out your ISAs

February 21st, 2017 by Dan Woodruff

Do you have taxable investments or savings? This article should be of interest if you pay income tax, but particularly if you pay income tax at 40% or greater, or if […]

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The personal savings allowance

Personal Savings Allowance February 17th, 2016 by Dan Woodruff

From April 2016 a new Personal Savings Allowance will mean that most people can avoid tax on their savings interest. Most people can save up to £200 tax as a result […]

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Property vs investment portfolios – which is better?

property vs investments which is better September 3rd, 2015 by Dan Woodruff

We are often asked which is better – property or investment portfolios. This article examines all the issues, advantages and disadvantages of both property and investment portfolios. Key points Investment returns […]

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Changes to dividends tax for investments

changes to dividends tax on investments July 23rd, 2015 by Dan Woodruff

Since April 2016 the way dividends are taxed in investments has changed. This will also affect small business owners who pay themselves via a salary and dividends. Key points Increase […]

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Income: the overlooked power of ISAs

Income: the overlooked power of ISAs September 19th, 2014 by Dan Woodruff

What’s the most powerful feature of your ISAs/NISAs? One that’s so blindingly obvious that it’s often overlooked, even by the experts. Tweet this. This article explores the astonishing value presented […]

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New NISA rules

NISA rules 2014 August 22nd, 2014 by Dan Woodruff

The tax-free NISA allowance is now £20,000 per person, per tax year (from April 2017). This article explains how the NISA rules work, how they differ to the old ISAs, […]

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Investment fund rebates to be taxed

April 18th, 2013 by Dan Woodruff

In a surprise move, HMRC has announced that investment fund rebates are to be taxed from the start of this tax year (6th April 2013). This article explains investment fund […]

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