Lifetime Isa deposits hit £1bn for the first time in 2020

The amount of money saved into Lifetime Isas more than doubled last year as deposits into tax-free accounts aimed at first-time buyers topped £1billion for the first time. In a sign the Lifetime Isa is becoming increasingly popular, the number of accounts which received deposits in 2019-20 also more than doubled to 545,000, according to … Read more

Lifetime Isa deposits hit £1bn for the first time in 2020

The amount of money saved into Lifetime Isas more than doubled last year as deposits into tax-free accounts aimed at first-time buyers topped £1billion for the first time. In a sign the Lifetime Isa is becoming increasingly popular, the number of accounts which received deposits in 2019-20 also more than doubled to 545,000, according to … Read more

Lifetime Isa deposits hit £1bn for the first time in 2020

The amount of money saved into Lifetime Isas more than doubled last year as deposits into tax-free accounts aimed at first-time buyers topped £1billion for the first time. In a sign the Lifetime Isa is becoming increasingly popular, the number of accounts which received deposits in 2019-20 also more than doubled to 545,000, according to … Read more

How to review and rebalance your Isa portfolio

Chris Barrett: If you tend to panic during market declines, you should consider a more conservative asset allocation Chris Barrett is the investment director at wealth management firm JM Finn. Asset classes such as stocks, bonds, cash, property, and alternatives like gold, are interconnected yet differ in terms of their exposure to global risks. They tend … Read more

How do you work out if companies are well run when stockpicking for your Isa?

A well-run company is likely to perform better and avoid errors and scandal, but judging management competence can be a tough task for individual investors. You can sift the evidence in financial statements and announcements, and glean what you can from whatever is in the public domain, and this will be useful research. But although … Read more

How do I allocate assets in an Isa investment portfolio?

David Miller, executive director at wealth manager Quilter Cheviot, explains how to allocate investments in your Isa portfolio. Investing is built around a simple premise. You put your money in an investable asset in the hope that it provides inflation-beating growth, or attractive income payments. But that’s where the simplicity ends. Everyday investors face a … Read more

How do I allocate assets in an Isa investment portfolio?

David Miller, executive director at wealth manager Quilter Cheviot, explains how to allocate investments in your Isa portfolio. Investing is built around a simple premise. You put your money in an investable asset in the hope that it provides inflation-beating growth, or attractive income payments. But that’s where the simplicity ends. Everyday investors face a … Read more

Confessions of an impulsive investor: A nice cheap global tracker beats my magpie Isa

Equities began the year pretty much where they had left off in 2020 – in a ‘buy everything’ bull market. Despite some wobbles before Christmas, growth shares made further gains in the first few weeks of the year alongside the recovery trade in value and cyclical stocks. My magpie Isa was 25 per cent up … Read more