Your first steps
Once you’re confident your finances are in order, you need to start planning your investments. Get started by setting financial goals. Are you investing for growth? Or income? We'll help you answer these questions and more in this section.
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Key tax rates, limits and allowances: Your at a glance guide
Here’s our run-down of all the key tax rates, limits and allowances you need to know for the 2025-26 tax year. When it comes to using ISA and pension allowances, remember you don't have to make your investment choices straight away – as long as you have the cash in place this tax year, that’s enough to secure the tax benefits of this year’s allowances.
The Lifetime ISA explained
If you’re aged under 40, you’re eligible to open a Lifetime Individual Savings Account (LISA) to help you save for a home or your retirement. Here, we explain the LISA rules.
What is the personal savings allowance and what does it mean for you?
Since April 2016, the personal savings allowance (PSA) has changed the way savings income is taxed. We take a look at how the PSA works and explain what is classed as savings income.
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The value of investments can fall as well as rise and you could get back less than you invest. If you’re not sure about investing, seek independent advice.
Investment strategies
Stay up to date with the latest investment strategies from independent industry experts and our own professionals. We explore a wide range of different ideas and approaches so that you can work out the best investment plan for you.
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