Sandringham Client - Paul Rose - Sandringham Client

Investing for the next generation

It’s natural to want to give younger members of your family a leg up financially. We all know how expensive life can be, especially at certain times – whether that’s studying or buying a house. Parents and family often do what they can to help children, with many choosing to set aside money for their […]

ISA changes in the 2024-25 tax year – are you up to speed?

In the Autumn Budget in October 2024, Chancellor Rachel Reeves decided not to make any changes to Individual Savings Accounts (ISAs). However, the 2024-25 tax year had already seen the introduction of some ISA reform, announced by her predecessor Jeremy Hunt a year earlier. This article looks at the current state-of-play for the tax-efficient savings […]

Stocks and shares or cash?

Saving into an Individual Savings Account (ISA) is a great way to grow your money while maximising your tax-efficient savings potential. Two popular choices are cash ISAs and stocks and shares ISAs. This article delves into the differences between the two. A cash ISA is much like a traditional savings account, with interest paid on […]