Last Minute ISA Ideas and Budget 2017

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Welcome to the podcast from Morningstar UK, the leading provider of independent investment research. This week it’s ISA Ideas and Budget week. Lets start with Junior ISA’s. Junior ISAs allow you to save on behalf of under-18s tax efficiently. Just like an adult Isa, you can chose to shield cash, stocks or investment funds from HMRC, but unlike the adult Isa, investments cannot be cashed in at any time – the child must reach 18 before they have access to funds. We start our podcast today with Emma Wall, Senior Editor for Morningstar.co.uk and Adrian Lowcock, Investment Director for Architas who discuss Junior ISAs in more detail as well as give us 3 Fund Picks for your Junior ISA.

As the ISA deadline looms, investors should consider their portfolio holistically and aim to have a portfolio that is well positioned to achieve their investment goals. Portfolio Manager for Morningstar Investment Management, Richard Whitehall is up next to discuss how to take this into consideration when rebalancing your portfolio.

Chancellor Philip Hammond has delivered his first Budget report revealing higher taxes for self-employed and investors with more then £50,000 invested outside an ISA. So what does the Budget mean for you? Emma Wall and Cyrique Bourbon, Portfolio Manager for Morningstar Investment Management are up next to discuss just that.

Where do Morningstar professionals invest their ISA cash? Morningstar Investment Management and Morningstar analysts work with stocks, funds, markets and ETFs every day - but where do these professionals invest for themselves? We asked them where they will be investing their ISA portfolio this tax year.

Want to legally reduce your tax bill? Tilney's Head of Estate Planning Ian Dyall tells us how - and warns investors to make sure they balance their needs.

Looking to reduce your tax bill and boost your portfolio returns? Emma Wall finishes off our podcast today explaining the benefits of ISAs and SIPPs - and outlines some alternative tax-efficient investments to consider.

Subscribe to our podcast on itunes:

https://itunes.apple.com/gb/podcast/morningstar-uk/id965873075?mt=2

http://www.morningstar.co.uk

44 episode

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