Morningstar Uk: Podcasts

Welcome to the podcast from Morningstar UK, the leading provider of independent investment research. This week it’s ISA Ideas and Budget week. Lets start with Junior ISA’s. Junior ISAs allow you to save on behalf of under-18s tax efficiently. Just like an adult Isa, you can chose to shield cash, stocks or investment funds from HMRC, but unlike the adult Isa, investments cannot be cashed in at any time – the child must reach 18 before they have access to funds. We start our podcast today with Emma Wall, Senior Editor for Morningstar.co.uk and Adrian Lowcock, Investment Director for Architas who discuss Junior ISAs in more detail as well as give us 3 Fund Picks for your Junior ISA. As the ISA deadline looms, investors should consider their portfolio holistically and aim to have a portfolio that is well positioned to achieve their investment goals. Portfolio Manager for Morningstar Investment Management, Richard Whitehall is up next to discuss how to take this into consideration when rebalancing your portfoli