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5 votes
Accepted

What date in a tax year to invest in an ISA?

If you Google "lump sum vs. drip feed" you will find lots of analysis of the topic of scheduling investments (for example https://monevator.com/lump-sum-investing-versus-drip-feeding/ ). ...
timday's user avatar
  • 3,992
4 votes

Is there a french equivalent to UK's Stock ISA?

There are no really tax exempt purely financial investments products available in France, except limited vehicles such as the Livret A The closest equivalent (If my understanding of the UK ISA after a ...
Corentin's user avatar
4 votes
Accepted

capital gains liability of holdings "transferred" out of ISA?

Here's chapter and verse: 34.—(1) For the purposes of capital gains tax on the occasion when the title to account investments is transferred from an account manager to an account investor there shall ...
GS - Apologise to Monica's user avatar
3 votes

What date in a tax year to invest in an ISA?

The popular phrase is "time in the market beats timing the market". You can't know what the market is going to do next, and the quicker you invest, the more time your investment will have ...
Simon B's user avatar
  • 10.4k
2 votes

Lifetime ISA (LISA) eligibility with foreign spouse who owns property abroad

Reading the eligibility rules here carefully, you can use your LISA towards the home purchase if it's your first home. If you're buying jointly with someone else, then they must also be a first time ...
Vicky's user avatar
  • 24k
2 votes

capital gains liability of holdings "transferred" out of ISA?

I found a similar question on the HMRC forum. Capital loss on US bank shares transferred from ISA to individual account Excerpting: To clarify, if I sell this penny stock I am forced to sell through ...
jhnc's user avatar
  • 265
2 votes

Is a stock ISA simply the account one uses to invest in investment platforms?

An investment platform will provide a web site and/or mobile app that let's you trade in financial securities1. Many will offer three different types of account: an ordinary account2 (sometimes ...
Steve Kidd's user avatar
2 votes

Are losses inside a stocks and shares isa tax refundable in anyway?

No, they are not. See eg here: Any losses made on your investments in your stocks and shares ISAs can’t be used to offset capital gains on your other investments.
Vicky's user avatar
  • 24k

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