In this episode, we delve into the world of tax wrappers, aka investment accounts that wrap your money and impact how it is treated, taxed and accessed.

Highlights:

What is a tax wrapper?

The 5 main types of investment tax wrappers.

There are 5 main investment accounts that you need to know and understand so you can pick the one that is right for you.

1. Individual Savings Account aka ISA

2. Lifetime ISA aka LISA

3. Pension or SIPP

4. Junior ISA aka JISA for investing for children

5. General investment account

Resources:

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