You are here: AdviserArchive: April 2015

Archive: April 2015

This page is for Professional Financial Advisers only Latest from Cofunds - week commencing 6 April 2015
How the pension changes may affect your clients

How the pension changes may affect your clients

Our dedicated webpage summarises the key pension changes and how they may benefit your clients.

Find out more here

Inheritable ISA Allowance now available

Inheritable ISA Allowance

Spouses or civil partners of ISA investors who passed away on or after 3 December 2014, will be able to make additional ISA investments up to the value of the deceased's ISA(s) at date of death.

Find out more information here

Make the most of the new ISA limit

Make the most of the new ISA limit

The ISA allowance has increased this tax year to £15,240.

Find out more about the increased ISA limits

Corporate actions

Corporate actions

View details of recent and upcoming corporate actions

View the latest corporate actions here

How the pension changes may affect your clients

As you'll be aware, from 6 April 2015, the Government introduced important changes which gives investors more options when taking benefits from their pension pots. Our dedicated webpage summarises the key pension changes and how they may benefit your clients.

Take a look at the pension changes.

Inheritable ISA Allowance now available

From 6 April 2015, the spouses or civil partners of ISA investors who passed away on or after 3 December 2014, will be able to make additional ISA investments up to the value of the deceased's ISA(s) at date of death.

You can find all the forms you need to subscribe to and transfer an Inheritable ISA Allowance with us in the 'Document centre'.

For more information on Inheritable ISA allowances, take a look at our helpful online Q&As and 'How do I?' section.

Make the most of the new ISA limit

The ISA limit has increased this tax year from £15,000 to £15,240. Whether your clients are looking to invest a lump sum or create a regular contribution, you can find the application forms you need to make the most of their ISA allowance in the document centre.

Download the forms here

Perspectives