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PEPs became stocks and shares ISAs, with an exemption that allowed them to continue to hold investments that could not be held in a stocks and shares ISA, provided that the investment met the pre-2001 PEP rules. For some time there were Mini ISAs, Maxi ISAs and TESSA-only ISAs.
An employee can transfer shares from the exercise of the option into a stocks and shares ISA, within 90 days of exercising the option. Capital gains made on these shares are then tax-free. There is a limit on the value of shares that can be transferred, and the ISA manager must agree to take them.
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Halifax Share Dealing [1] was the first in the UK to offer a regular investment plan where customers can buy shares, known as ShareBuilder. Halifax Share Dealing has continued to expand, and now offers a Self Select Funds ISA (Individual Savings Account), a Self Select Stocks and Shares ISA, and a SIPP (self-invested personal pension). Its ...
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Retirement income comes from three places -- good ol' Uncle Sam, one's hard-earned savings, and pension plans. But let's face it...the future looks bleak for Social Security and the days of ...
1 What's the point of an ISA? 1 comment. 2 references. 1 comment. 3 other. 4 ... 9 The abolition of mini/maxi ISAs. 2 comments. 10 Does anyone else here remember the ...
Their Income Share Agreement program offers students in all majors who are within 2 years of completing their degree an ISA valued between $3,000 and $10,000. Their Income Share Agreement program is designed to fill any gaps their students may have that are not filled by other forms of financial aid. [ 23 ]
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