Tag Archives: ISAs

What’s next for Junior ISAs?

Well we’re pleased to see the government and HMRC have defined the rules for Junior ISAs (replacing child trust funds from 1st November 2011). That helps us to build a robust solution in line with the FSA’s guidelines. Will you … Continue reading

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Illustrations available for the new ISA allowance

The ISA application form for tax year 11/12 is now live on our website. And, from the beginning of March you’ll be able to create illustrations taking into account the new ISA limit which will increase to £10,680 from 6 April 2011.

Make sure you take a look at the Tax Year End web page in the run up to 5 April. You’ll find lots of useful documents and helpful information that will help to make this busy time of year as easy as possible.

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Tax Year End countdown – Where’s your nearest collection point?

With the Tax Year End looming, and the ISA season being one of the busiest times of the year, we’re doing everything we can to support you with your preparations.

Along with the NEW Tax Year End support kit, we will be on the road providing 15 national collection points to help you with those last minute ISA applications.

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Legacy versus new advice

Thought for the morning…

If everything prior to 31 December 2012 is to be counted as legacy business – advisers will continue to receive trail commission on this legacy business.

However we need to keep the rules on what is legacy and what is new advice VERY SIMPLE otherwise the administration associated with fund switching, for example, will become overly complex.

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NEW Tax year end support kit

As you know, the ISA season is one of the busiest times of the year and to give you an extra hand we’ve put together a great new support kit to help you with your preparations.

You will also be able to find useful documents and information on deadlines, collection points, opening hours and helpful hints for this year’s ISA season and the end of the tax year here.

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