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maxi isa
thistleboon
Posts: 211 Forumite
I have a £7ooo allowance before end of this tax year
in the past have had a lloyds tsb maxi isa
Is it worth having one this year?
Should it be with lloyds tsb again?
If one has a £3000 mini isa in this tax year, can one have a maxi too?
in the past have had a lloyds tsb maxi isa
Is it worth having one this year?
Should it be with lloyds tsb again?
If one has a £3000 mini isa in this tax year, can one have a maxi too?
0
Comments
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in the past have had a lloyds tsb maxi isa
oh well, never mind.Is it worth having one this year?
Every year if you have the funds.Should it be with lloyds tsb again?
Certainly not. You should look to transfer the existing ones out too. Remember LTSB are not allowed to give fund recommendations or portfolio build/manage. Yet you are paying them more in charges than an independent and not getting any of the services/advice that goes with it.If one has a £3000 mini isa in this tax year, can one have a maxi too?
No. You can only have the £4000 MINI equity ISA.I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.0
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