I have an Income trust with Jupiter

I was wondering if it worth leaving it invested or withdraw the money---with shares dropping it has lost £1000 in the last 7 months

cheers for any advice

Having a couple of years cash ISA money in ICESAVE, I know I'll get my money back but I wonder does anyone know if we'll be able to have the refund transferred into another ISA so as not to lose the allowance?

My husband has come home from work having been offered a chance to buy a significant chunk of shares in his company for a very low sum.  However, as his company isnt listed as far as we both understood it we do not really understand how share options work in this context.

I have just managed to use my cash ISA allowance of £3,600 this tax year and am starting to build up a healthy savings balance of around £2,000. However, as it is currently languishing in a paltry savings account paying around 3% after tax, I want to make sure the taxman doesn’t get his hands on my interest.

i am self employed and am keen to get some kind of illness protection in case i am unable to work. is this offsettable against my personal tax liability?

hello ppl.  i am 26 a single mum of one. i have sold my house due to a divorse and i am a student for atleast one more year.

I HAVE A NAT WEST CASH ISA WITH £25000 IN THE ACCOUNT PAYING 5.10 AER.

I WOULD LIKE TO TRANSFER THE £25000 TO A NAT WEST E ISA PAYING 5.50 AER.

NAT WEST SAY THIS CAN NOT BE DONE BECAUSE I HAVE USED UP MY CASH ISA ALLOWANCE THIS YEAR.

I HAVE PUT THE MAX £3600 IN THIS NEW TAX YEAR.

I UNDERSTAND YOU CAN NOT OPEN TWO ISA IN THE SAME YEAR. BUT THIS IS NOT WHAT IAM TRYING TO DO. ALL I WANT TO DO IS TRANSFER TO A HIGHER RATE OF INTEREST

BUT MY FRIEND WHO HAS A CASH ISA WITH LLOYDS HAS TERMS & CONDITIONS THAT SAY THE ABOVE TRANSFER COULD TAKE PLACE.

COULD SOMEBODY TELL ME THE RULES WITH THIS REGARD.

MANY THANKS

DAVID

I am thinking of investing £5000 in wine as opposed to having it in Premium Bonds.

The investment would be left for 5 years. What  are your experiences with this type of investments, are there any pitfalls?

I am 33 years old

I have #20,000 in a Cash ISA

I feel I should open myself up to an aggressive Equity ISA fund

My goal is to retire in 30 years.

Advice please, such as what companies should I approach, should I move all the #20K across, how often should I review my strategy, etc?

Much appreciated!

Adam

Hi everyone - a newbie here, so apologies if this post is in the wrong place!

10 years to retirement, and have revisited existing pension provision with a local ifa.

Situation - 213K with S Life, approx 50% in 2 with profits funds paying 4% & 2% bonus rates currently. IFA recommends moving to Slestia platform, initial financial cost is losing 2.5% of S Life funds as penalty, plus 2.5% to IFA for new funds. total approx £10K.

This seems a lot to lose initially, and the new funds would have to perform well to even stand still in year one.

Am I being short sighted in being a bit shocked at the initial financial hit?

Any advice would be gratefully received.

Cheers, jtp