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ISA allowance

Sunday, March 30, 2008 10:22 AM, Jen

Get saving with an ISA
With all the doom and gloom stories littering the press warning of the country’s escalating personal debt crisis youd be forgiven for concluding that Britain is in a far worse state that it probably really is. Sure, debt is an issue that we’d be foolish to ignore; there is a buy now pay later culture in the UK these days that’s leading far too many of us into financial crises that will likely prove hard to escape from. 
There is an upside however that gives the lie to the popular judgment that we Brits are turning into financial irresponsible consumers intent on living beyond our means; in fact, as a recent report by Alliance and Leicester Savings indicates, there is an encouraging trend towards saving money in the UK right now.
Indeed, the country is apparently close to saving £1trillion, a figure that isn’t far behind our collective personal debt of £1.36trillion. Things start to look even healthier when you consider that 85% of this debt is in mortgages. Maybe we Brits aren’ t quite so financially irresponsible after all.         
So, if you aren’t already part of this savings wave perhaps now is the time to start squirreling something away for the future.  The difficulty for many is not knowing the best place to stash their cash; there is such an array of possibilities that one could easily worry about choosing the wrong option. ISAs however are a pretty safe place to start.
The big draw with ISAs, as you may already be aware, is that they are tax free. Set up by the government in 1999 to encourage more people to save, ISAs (or Individual Savings Accounts) have proved to be a popular means of saving and it’s little wonder really; because they protect your savings and investments from the tax man you’ll be hard pressed to find a conventional savings account that offers such competitive interest rates.
The only draw back with ISAs is that you are limited to a maximum investment each year, at the moment this limit stands at £7000, £3000 of which can be in cash savings. These limits will change in April however, with the overall allowance set to go up to £7200 and the maximum cash amount going up to £3600. An ISA can take the form of either a stocks and shares investment or cash savings. The more straightforward option for savers is a Cash ISA which operates in much the same fashion as a normal savings account and thus has hardly any attached risk.
As things stand right now you’ve got a choice between Mini and Maxi ISAs; the Maxi option is more likely to suit investors in stock and shares because they are typically offered by Investment companies who tend not to offer the most competitive cash savings rates, if you’re keen on the idea of investing rather than simply taking advantage of a tax free savings account then the best option is probably to get a Maxi ISA and put your full £7000 allocation into stocks and shares.    
For the majority who are interested in getting an ISA as an alternative to a savings account a Mini ISA is probably the way to go; you can have two mini ISAs, up to £3000 in cash and, if you like, the rest in a separate stocks and shares. This means you can look for the best Cash Mini ISA (there are some pretty good deals out there an A&L Direct ISA offers 6.25% gross p.a. variable compared to 6.50% from their eSAver savings account, the ISA of course won’t be taxed, making it a better overall savings prospect).
 If you do fancy getting an ISA now’s the time to do it; with just over a month left before the end of the tax year you’re running out of time to take advantage of this years allowance!