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Aspects of investments and investing

We are all looking to maximise the return on our investments.

For tips on how to make the most of your investments and information about tax-efficient schemes, visit the guides below. Tax relief can enhance the ability of an investment to realise a higher rate of overall return.

We have a range of calculators designed to help you consider what your wealth might be in the future, including our Millionaire calculator.

  • Savings calculator - find out by how much your savings will grow
  • Millionaire calculator - inspired by the TV programme, at a return of 4% 1 million pounds will provide after tax income of £2,000 per month for a higher rate tax payer
Savings
11-Mar Pension schemes see fall in deficits
10-Mar Budget date set for 24 March
09-Mar HMRC warns of date for making extra NI shortfall payments
09-Mar Qualifying for full state pension to become easier
08-Mar New business regulations come into effect this April
03-Mar Pension tax changes criticised for their inefficiency
25-Feb The retired facing ‘complex’ tax regime
18-Feb ISAs attract women and young savers
17-Feb Outlook for savers worsens as inflation rises again
15-Feb Pension cut-off date approaching
  More

Upcoming deadlines

Apr
05
2010
ISA date

Last day to use the 2009/10 ISA investment limit of £7,200 or £10,200 (over 50s)

Apr
06
2010
Increase in annual allowance and lifetime allowance

Annual allowance increases from £245,000 to £255,000 - the lifetime allowance increases to £1,750,000. These allowance limits are to apply to 5 April 2016

ISA allowance increases for those 18-49

ISA allowance increases to £10,200 for all taxpayers 18 and over. The cash ISA limit included in this limit is £5,100.

View all deadlines