investment ISA

How long do I need to keep my Isa paperwork for the taxman?

The conventional wisdom is that people should keep financial documents for six years. You can demand that the financial companies you have used send you copies of old documents for up to six years.

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Looking beyond Cash Isas

When it comes to Isa savings the vast majority of us prefer to invest in cash rather than in stocks and shares.

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Give your Isa a spring clean

Do you know how your Isa is invested? Have you even looked at it lately? I firmly believe that you should give it a review at least once a year and preferably every six months.

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150,000 Hargreaves Lansdown investors due £15 million rebate

Around 150,000 investors who use Hargreaves Lansdown to invest could be in line for a rebate following the decision of a tax tribunal.

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Put a spring in your step with an investment Isa

For those looking to make the most out of their cash, investment Isas – known as Stocks and Shares and Innovative Finance Isas – offer greater potential. However, you need to be able to take a risk.

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Banks are least trusted to deliver good investment returns

Banks are the least trusted to deliver good investment returns, according to new research.

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Make the most of your Isa to grow your money

Investing in growth funds is an attractive idea – but it’s wise to diversify to reduce the risks.

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Dramatically boost your savings with the “Bring your lunch to work” Isa

Pension savers who make small changes to their weekly expenditures such as bringing your lunch to work instead of buying takeaway food can boost their long-term savings by thousands of pounds.

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How to become an Isa millionaire

Saving and investing enough money to become a millionaire is quite an achievement.

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“Should I invest my £10,000 inheritance in a pension?”

The Investment Doctor helps a reader decide where best to put a £10,000 inheritance.

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