Martin Lewis warns of 40% ISA tax on death
Martin Lewis warns ISA savings face a 40% Inheritance Tax hit. Key details on spousal transfers, allowance changes from 2027, and how to protect your money.
Category : Search result: Martin Lewis ISA allowance
Martin Lewis warns of 40% tax hit on ISA savings
Money expert Martin Lewis clarifies ISA inheritance rules. Your tax-free savings could be subject to a 40% HMRC charge upon death. Learn how to protect your assets.
Martin Lewis explains ISA 'additional allowance' rules
Money expert Martin Lewis details how surviving spouses can inherit an ISA allowance, keeping savings tax-free. He also warns of a crucial 40% Inheritance Tax risk.
Pensioners protected from cash ISA allowance cut
Chancellor Rachel Reeves confirms over-65s will be exempt from the cash ISA limit reduction to £12,000, safeguarding their £20,000 annual allowance from April 2027.
Martin Lewis explains £600 Help to Save bonus
Martin Lewis highlights the government's Help to Save scheme, offering a £600 tax-free bonus for low-income savers. Find out if you're eligible and how it works.
HMRC Rule Lets Households Pass On £1M Tax-Free
Money expert Martin Lewis explains how married couples can use HMRC rules to leave up to £1 million to their children without paying Inheritance Tax. Learn the crucial legal steps.
Savings Tax Hike Warning for Millions of UK Households
A major building society warns millions could face unexpected tax bills due to a planned hike on savings interest and frozen allowances. Discover how to protect your savings now.
Pensioners Face Tax on State Pension Due to Triple Lock
Rising State Pension values, driven by the Triple Lock, could soon push retirees over the frozen tax threshold. Martin Lewis's Cash ISA tip may offer a solution. Learn how to protect your income.
Martin Lewis on LISA concerns and 2026 consultation
Martin Lewis voices LISA holders' fears as a 2026 consultation on a new ISA is announced. The government promises to address the £450k house price cap. Read more.
HMRC raises tax-free allowance by £1,260 for couples
UK couples can claim a tax break worth up to £1,260. Learn how the Marriage Allowance works, who qualifies, and how to backdate your claim for four years.
Martin Lewis voices LISA holder worries to Chancellor
Martin Lewis presses Chancellor Rachel Reeves on Lifetime ISA concerns. Savers worry about the £450k property cap and future changes. Get the latest on the consultation.
HMRC ISA crackdown blocks 'cash-like' funds
HMRC plans to block money market funds from Stocks & Shares ISAs, a move experts call a 'serious setback' for UK investors seeking safe, tax-efficient returns.
Martin Lewis's £92k tax-free ISA tip after limit cut
Money expert Martin Lewis explains how UK savers can still build a £92,000 tax-free cash pot despite the upcoming reduction in the Cash ISA allowance announced by Chancellor Rachel Reeves.
Martin Lewis clarifies key ISA rules and tax-free status
Money expert Martin Lewis dispels common myths about the £20,000 annual ISA allowance and confirms savings are permanently tax-free. Learn how to maximise your savings before 2027 rule changes.
Cash ISA limit cut to £12,000 from April 2027
Chancellor Rachel Reeves confirms major ISA rule changes. The tax-free cash ISA allowance will drop from £20,000 to £12,000 for under-65s from April 2027. Learn what it means for your savings.
Martin Lewis clarifies 2027 ISA changes
Martin Lewis details the 2027 Cash ISA shake-up. The tax-free allowance drops to £12,000, with a new £8,000 stocks and shares limit. Find out who is exempt and what you can't do.
Martin Lewis on Ofgem's new low standing charge deals
Martin Lewis clarifies Ofgem's new low or no standing charge energy deals for 2025. Get the latest on daily charges and expert advice on whether to switch now or wait.
Martin Lewis verdict on Premium Bonds 'worth it'
Money expert Martin Lewis reveals who Premium Bonds truly benefit and compares NS&I's guaranteed savings rates. Find out if they're right for you.
Martin Lewis on Budget's Cash ISA Limit Cut
Martin Lewis responds to the 2025 Budget's Cash ISA changes. The annual limit drops to £12,000 for under-65s from April 2027. Discover the key details and what it means for your savings.
Martin Lewis: Wait for December Christmas veg deals
Money expert Martin Lewis urges shoppers to delay Christmas food shopping for supermarket price wars starting December 7, with veg as low as 8p. Act now to save.
Cash ISA Allowance Slashed to £12,000 in 2027
Chancellor Rachel Reeves announces the cash ISA allowance will be reduced from £20,000 to £12,000 in April 2027. Find out how this tax-free savings rule change affects you.
Martin Lewis Urges Use of 159 Anti-Scam Number
Martin Lewis urges all UK bank customers to remember 159, a secure 3-digit number to verify your bank and stop fraudsters. Learn how this essential tool protects you.
Martin Lewis's LED Christmas lights bill warning
Money expert Martin Lewis reveals how a simple switch to LED Christmas lights could save UK households over £1.60 per 100 bulbs monthly. Act now to cut your festive energy costs.
Martin Lewis on 2027 Cash ISA Changes
Martin Lewis analyses the 2027 cash ISA allowance cut to £12,000 for under-65s, revealing a key 'win' for older savers. Discover what the Budget means for your tax-free savings.
Martin Lewis: Dial 159 to Stop Bank Scams
Money expert Martin Lewis urges UK bank customers to dial 159 to verify callers from their bank. This simple step helps prevent fraud by connecting you directly to your bank's legitimate switchboard.
HMRC's 2027 ISA Crackdown: New Charges Explained
Chancellor Rachel Reeves announces a major ISA shake-up. From 2027, the cash ISA limit falls to £12,000, with new charges for 'cash-like' stocks and shares ISA holdings.
Martin Lewis clarifies confusing new DWP rule
Martin Lewis explains key benefit changes from the Autumn Budget, clarifying the end of the two-child limit for Universal Credit and what it means for you.
Martin Lewis Warns of 'Biggest Tax Rising Measure'
Martin Lewis explains how the extended tax threshold freeze until 2031 will push millions into higher tax brackets. Discover what fiscal drag means for your wallet.
Martin Lewis Explains Autumn Budget Benefit Rules
Martin Lewis clarifies three confusing benefit rules from Rachel Reeves' Autumn Budget, explaining fiscal drag and how tax freezes will impact millions of UK households.
Martin Lewis warns graduates on student loan changes
Martin Lewis warns graduates earning over £29,385 will pay more due to a student loan threshold freeze announced in the Autumn Budget. Find out how it affects you.
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