ISA

Seven tricks to boost your Isa portfolio

For those who want to get a firmer handle on their personal finances, a simple internet search will bring up scores of money-saving tips that can help individuals cut out unnecessary costs and in turn boost their bank balances.

Similarly, in the world of investment, certain tricks of the trade can help keep the costs of investing to an absolute minimum. In addition, there are simple but very effective ways investors can boost returns, particularly through the use of Isas.

Editor's Comment: Lifetime Isa won't be missed

The Lifetime Isa (Lisa) has been surrounded by controversy ever since its adoption in April 2017. It’s the seventh member of the Isa family, and one that appears to have been set up specifically to squabble not only with at least one of its siblings, but also with its pension cousins just down the road.

Seven year-end tax tips to minimise your bill

With just a month to go until the end of the tax year, we round up sensible year-end strategies for investors who want to minimise the tax they pay and maximise their tax-efficient savings. Here are seven ideas for a solid tax action plan:

Isa tips 2018: where are Money Observer writers investing their own money?

March 5, 2018

The final six weeks of the tax year is the busiest period for stockbrokers and platforms, as retail investors scramble to make the most of their annual £20,000 Isa allowance. Our writers will also be busy fine-tuning their portfolios, which may involve some rebalancing after a strong year overall for global stock markets and the pick-up in volatility in early February.