What you’ve been asking: Performance, investment allowances and tax planning
Our Customer Care team share their most asked questions of the week and how they’ve been helping our clients do more with their money. The team cover their responses to common questions, including keeping up-to-date with investment performance, setting up accounts for children, understanding tax, making withdrawals safely and the importance of naming beneficiaries. 0:00 Introducing our Customer care team4:26 What are clients asking us about investment markets?5:57 How Morning Markets keeps you updated every day7:32 Do ISA transfers affect your yearly allowance?9:26 How do you open a Junior ISA?10:38 A Junior ISA or a Pension for your child?11:22 Understanding withdrawals from your ISA14:44 Understanding withdrawals from your Pension17:40 What is a tax pack?20:09 What is a tax code?22:07 How do Pension beneficiaries work?25:52 Setting up a direct debit into your investment27:04 What is True Potential rewards?31:14 True Potential's fundraising for Cancer Research