22% tax on ISAs? What it really means

About this video

Alan explains what the reported 22% ISA tax actually refers to and why it does not apply in the way some headlines may suggest.

Key points covered

  • The reported 22% tax does not apply to all ISA investments.
  • The issue relates specifically to cash held within certain ISA arrangements.
  • Alan explains how money market or managed cash funds can effectively function like cash inside an investment ISA.
  • Stocks and shares held within the ISA are treated differently from the cash element.
  • Small amounts of cash held to cover charges are a separate, minor consideration.
  • The main message is that the headline sounds broader and more alarming than the situation described in the video.

Would You Like to Discuss Your Financial Plan?

Arrange an initial conversation with Lazenby’s to discuss your goals, concerns and current financial position. The first meeting is completed at Lazenby’s expense and there is no obligation to proceed.

Scroll to Top