How ISA tax rules are changing from April 2027 | On the Money
In a big shake-up to ISAs, it was recently announced that a new flat-rate charge of 22% will be applied on interest paid on cash within a stocks and shares ISA from the start of the next tax year on 6 April 2027. The change will be implemented at the same time as other previously flagged changes, including a lower cash ISA allowance of £12,000 for those under the age of 65, and a ban on transferring a stocks and shares ISA to a cash ISA. To unpick all the details, including what the rules say about money market funds, and to run through the implications for investors, Kyle is joined by Craig Rickman, personal finance editor at interactive investor. 00:00-00:30 Intro 00:30-03:00 Explaining new tax on cash interest held in stocks and shares ISA 03:00-07:20 Can money market funds be held? 07:20-11:06The role of money market funds in a portfolio 11:06-11:43 Why tax on cash interest in stocks and shares ISA is 22% 11:43-17:27 Implications of taxing cash interest in stocks and shares ISA 17:27-19:59 A new ISA being proposed for first time property buyers 19:59-21:01 Outro Please like and subscribe to our YouTube channel, and visit our website at ii.co.uk. Follow us: LinkedIn: / interactive-investor Instagram: / interactive_investor X: https://x.com/ii_couk Facebook: / weareii Our videos are intended for information purposes only and are not personal recommendations. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance of any companies featured can be found on the company or index summary page on the interactive investor website. Details of recommendations issued by ii during the previous 12-month period can be found at www.ii.co.uk/legal-terms/investment-recommendations. If you are in any doubt about the suitability of any products mentioned and/or the related tax treatment of those products, you should seek independent financial advice. interactive investor (ii) is an Aberdeen company. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

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