Under The Money Tree

Tag: NISA

  • Benchmark Your NISA Income

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    Under The Money Tree
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    Being relatively young (mid thirties) means that NISAs (ISAs) are the savings/investment vehicle of choice for me when it comes to the stock market. While there are generous tax breaks on offer when you put money into a pension I currently prefer NISAs for the following two reasons: Any future income or capital gains generated…

  • How Much Income will Your NISA Produce?

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    Under The Money Tree
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    Despite religiously tracking my net worth, the main metric I tend to focus on when evaluating my portfolio is the income that it generates. After all it is the portfolio income that will one day pay my bills and keep me in Werther Originals. Monevator has written an excellent article on targeting your current monthly income as…

  • The NISA Rules

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    Under The Money Tree
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    Disclaimer: Even though NISAs don’t go live for another 2 months (June 2014) this articles refers to ISAs by their new name, NISAs. Why the government felt they needed to re-brand ISAs I will never know! NISAs form a key part of my investment portfolio and plans to retire early. Particularly in these times of…