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Mar 2024
30m 18s

Isa season: how to build tax-free wealth

Financial Times
About this episode

With just days to go until the end of the tax year, it’s peak season for British savers and investors to make the most of their £20,000 annual Isa allowance before it renews on April 6. Whether you’re a beginner or a more seasoned investor, this episode clearly explains the tax benefits of Isas, how these work in practice and some common investment strategies. Host Claer Barrett breaks down the different types of Isas with FT Money columnist Moira O’Neill and Timi Merriman-Johnson, the financial educator and content creator better known online as Mr MoneyJar. In the edited highlights from an FT webinar, the panel shares tips about everything from getting started and choosing the right platform to asset allocation and ensuring your Isa portfolio is diversified. 


For more tips on how to organise your money, sign up to Claer's email series 'Sort Your Financial Life Out With Claer Barrett' at FT.com/moneycourse

If you would like to be a guest on a future episode of Money Clinic, email us at money@ft.com or send Claer a DM on social media — she’s @ClaerB on Twitter, Instagram and TikTok. 


Want more?

Check out Claer’s column, Why I’m sticking with my passive Isa strategy

Listen to more episodes, such as How an ISA millionaire chooses stocks, Investment Masterclass: Isa investing is changing, and more. 

Links:

https://www.pimfa.co.uk/

https://www.boringmoney.co.uk/

https://compareandinvest.co.uk/


Presented by Claer Barrett. Produced by Tamara Kormornick and Persis Love. Our executive producer is Manuela Saragosa. Sound design by Breen Turner, with original music from Metaphor Music. Cheryl Brumley is the FT’s global head of audio.


Read a transcript of this episode on FT.com


Hosted on Acast. See acast.com/privacy for more information.

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