Attention ISA and SIPP investors! How to beat the FTSE 100 by 3.3% per year

Posted by Stephen Sutherland on Wed, Mar 07, 2018 @ 01:00 PM

The FTSE 100, our benchmark, has annualised 6.2% since its inception 34 years ago1. That tells us that if we can beat the FTSE 100 over the long term, we’re going to be blessed with a reasonable rate of return.

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Tags: ISA investing tips, SIPP investing tips

Aiming to become an ISA millionaire - use it or lose it

Posted by Stephen Sutherland on Fri, Mar 13, 2015 @ 12:30 PM

With the April 5th deadline approaching, we wanted to remind you that every tax year end marks the end of an annual opportunity to take advantage of one of the few tax benefits now available.

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Tags: ISA investing tips, ISA growth, NISA, Junior ISAs

Aiming to become an ISA millionaire - use it or lose it

Posted by Stephen Sutherland on Thu, Feb 26, 2015 @ 01:30 PM

With the April 5th deadline approaching, we wanted to remind you that every tax year end marks the end of an annual opportunity to take advantage of one of the few tax benefits now available.

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Tags: ISA investing tips, ISA growth, NISA, Junior ISAs

Your Annual ISA/NISA Allowance - Use it or lose it

Posted by Stephen Sutherland on Wed, Feb 11, 2015 @ 01:30 PM

With the April 5th deadline approaching, we wanted to remind you that every tax year end marks the end of an annual opportunity to take advantage of one of the few tax benefits now available.

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Tags: ISA investing tips, ISA growth, NISA, Junior ISAs

The New ISA (NISA) FAQ - everything you need to know about the New ISA (NISAs)

Posted by Stephen Sutherland on Wed, Jul 09, 2014 @ 01:30 PM

In our last post we summarised the main NISA changes that came into effect on 1st July. Prospective clients of ours always have lots of questions regarding ISAs and we’re sure you do too, so we’ve put together a short Q&A covering the most frequently asked NISA related questions.

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Tags: ISA investing tips, NISA, Investment news

New NISA rules at a glance

Posted by Stephen Sutherland on Wed, Jul 02, 2014 @ 01:30 PM

During his 2014 budget speech on March 19th, the Chancellor announced a raft of changes designed to help savers and investors. This included a new increased ISA allowance that came into effect yesterday, 1st July 2014.

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Tags: ISA investing tips, NISA, Investment news

Make the most of your ISA allowance (new Morningstar interview)

Posted by Paul Sutherland on Thu, Apr 03, 2014 @ 01:30 PM

Recently my brother Stephen, our Chief Investment Strategist, was interviewed by Emma Wall of Morningstar. With investors having just days to make the most of their £11,520 2013/14 tax year ISA allowance, Stephen offered some tips on how to make the most of your tax-free sum.

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Tags: ISA investing tips, ISA growth, Investment strategy

Your Annual ISA Allowance - Use it or lose it

Posted by Stephen Sutherland on Wed, Mar 26, 2014 @ 12:30 PM

With the April 5th deadline looming, we wanted to remind you that every tax year end marks the end of an annual opportunity to take advantage of one of the few tax benefits now available.

Read More

Tags: ISA investing tips, ISA growth, Investment news

Financial experts review How to Make Money in ISAs and SIPPs

Posted by Stephen Sutherland on Wed, Feb 05, 2014 @ 01:30 PM

My new book How to Make Money in ISAs and SIPPs will be available to buy in just over 3 weeks time. Many people have kindly reviewed the book over recent weeks and in this post we'll look at the thoughts of experts from across the financial sector.

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Tags: ISA investing tips, How to Make Money in ISAs and SIPPs, Investment strategy

The latest reviews of How to Make Money in ISAs and SIPPs

Posted by Stephen Sutherland on Wed, Jan 29, 2014 @ 01:30 PM

My new book How to Make Money in ISAs and SIPPs will be available to buy from March 1st. Over the last few weeks we've shared some of the reviews the book has received and in this post we'll add the thoughts of three of our Premium Clients.

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Tags: ISA investing tips, How to Make Money in ISAs and SIPPs, Investment strategy