ISA allowance changes from 2027

Hillier Hopkins LLP

Chartered Accountants & Tax Advisers

Call +44 (0)330 024 3200 and discover how we can help you.

Currently you are allowed to invest up to £20,000 per year in an individual savings account (ISA) and any interest you receive is tax free.

From 6.4.27 the ISA allowance will be amended so that while the maximum investment will remain at £20,000, £8,000 of this must be invested in non-cash ISAs such as stocks and shares ISAs.

This effectively reduces the maximum annual amount that can be put into cash ISAs to £12,000.

Taxpayers over 65 will still be able to invest up to £20,000 in cash ISAs.

Speak to an independent financial advisor if you are considering making any changes to your investments.

Do you need extra information?

Emma Twynholm - Personal Tax Manager at Hillier Hopkins

Emma has been working in personal tax for 18 years and joined Hillier Hopkins in 2021. She specialises in personal tax and works with a variety of clients including high net worth individuals, individuals with overseas connection and trusts / estates.

Contact Emma at emma.twynholm@hhllp.co.uk or on 01923 634 273

Watford