As you know, the government announced in the 2014 Budget that from the 1st July 2014, ISAs (Individual Savings Account) will be reformed into a new, simpler product, the ‘New ISA’ (NISA) with equal limits for Cash, and Stocks and Shares. Not only is the ISA (or NISA) savings limit being increased to £15,000, any money held in a Stocks and Shares NISA can be transferred to a Cash NISA.
For more information on the changes please read the following fact sheet: NISA Fact Sheet
These changes will be introduced into ATEB suitability this evening, ready for use tomorrow morning.
There is no action required on your behalf and all your Favourite templates will be automatically updated.
Should you have any questions or queries please do not hesitate to get in touch.
Reviews. What do yours look like?
Paul Jay Compliance 2018, 2023, FCA, MiFID, Pension, Periodic Review, PI, TCF, Update
Review. It’s a simple word, but depending upon who you speak to, it can have several meanings. There are several definitions of the word ‘review’. In verb form, the Cambridge Dictionary cites review as: to think or talk about something again, in order to make changes to it or to make a decision about […]