Skip to main content

There's only one way to reform the ISA regime

Rachel Reeves is out there looking for growth. And rumours have it that she's been looking at either abolishing the cash ISA, or reducing it in size.
For those who are not familiar with ISAs, they are accounts for UK resident where you can save up to £20,000 a year, and not pay any tax on the interests - ever. There are multiple types of ISA, but mostly it boils down to: cash ISAs, and stocks and shares ISAs.
A cash ISA is essentially like a deposit account that is tax free. Every year you can add £20k to it, and never pay tax on it. Stocks and shares ISAs allow you to invest your money in the stock market and not pay tax on capital gains. Pretty neat, especially considering the tax burden in the UK is at the highest level in decades.

Now, back to Rachel Reeves and her mission to grow the UK economy. Many investment firms have complained to Reeves that too many people stash their money in cash ISAs, depriving the markets of some £290 billion of potential investment (data from FY22/23). Investment firms have, of course, only the best interest for British people at heart, and couldn't possibly be pushing for more money to be invested because that's literally how they make money.

There are two problems. The first one I would say is moral. Many people saving into a cash ISA are really just trying to protect the little money they have from inflation and taxation. Take a look at cash ISA interest rates over the past decade: you're lucky if you beat inflation most years. The idea that the government should come and take another bit of your money with tax is frankly absurd.

The second problem is that Rachel Reeves is looking for growth, but forcing people out of cash ISAs by either abolishing them or reducing their size won't necessarily spur growth in the UK. For starters, people may not want to invest, and will just keep their money in a taxed savings account. Sure, some people will be prompted to start investing - but will they invest in the London Stock Exchange? Probably not. And why would they? Investing in the LSE is being deterred by the stamp duty tax (SDT). The UK has one of the highest taxes of such kind at 0.5%, whereas many countries (like the US) have none.
So abolishing the cash ISA would probably benefit the US economy more than the UK's, since people would be more likely to invest their money there rather than here.

There is plenty of evidence on the overall damage of the SDT to the LSE, and if we are serious about protecting it, SDT must be abolished. It wouldn't just attract more investments from people forced to leave the cash ISA, but from everyone - including the pension funds Reeves is so keen on pushing to invest in the UK. Plus it could make the LSE more attractive for companies looking to IPO. All this would come at very little costs for the government, because SDT doesn't even raise much money anymore. Ever since it was introduced, pension funds as well as individuals have moved their investments away from the UK, meaning not only that LSE-listed companies have been deprived of cash, but the state isn't raising much money with this tax either.

The nanny state should stop telling individuals what to do with their money and pushing pension funds to invest in the overtaxed UK market: if Rachel Reeves is serious about growth, she must do what is right, rather than what is popular, and abolish stamp duty on shares.

Popular posts from this blog

Is CANZUK the UK's natural home?

We've all heard about CANZUK. Or have we? There has been some recent interest in the concept of CANZUK - an alliance between Canada, Australia, New Zealand and the UK. The reason for this recent uptick in interest (which can interestingly be verified on Google Trends) is, considering the unprovoked trade war started by the US against Canada, not accidental. The world order is changing, and so the Anglosphere needs to adapt, too. The US has not only become an unreliable partner -- Americans have shown the world that they are willing to put in charge a dangerous man freelancing as a clown, twice. It is clear that the pax americana is coming to an end, and western democracies need to realign and decouple from America - fast. This isn't to say that America has become an enemy, not at all. It is still a strong Western ally, but its support for NATO, freedom, democracy and the West in general cannot be taken for granted anymore. And so the countries that still care about western valu...

If Trump wants Ukraine's minerals, he should offer security

Yesterday's meeting with Zelensky at the White House was hard to watch. It was tense, not just because the situation is extremely delicate, but because people were shouting in a rare display of complete lack of control. For a man who preaches diplomacy, JD Vance showed he has none. When asked how you can deal diplomatically with a dictator like Putin, who has violated diplomatic agreements in the past, and who has, you know, invaded Ukraine , Vance started raising his voice and shifted the conversation from facts to ad personam attacks, asking Zelensky why he hasn't "said 'thank you' once" since coming into the meeting, and blaming him for asking a completely legitimate question the vice president simply didn't have an answer to. We all understand the war must end, as it cannot go on forever. We also understand that Ukraine cannot win against Russia without support from the West. What we need to figure out is a solution where, even if we let Russia keep th...

Trump is a broken clock, but he’s right about Europe

Even a broken clock is right twice a day, and I believe this is the case with the current US president. He is a broken clock – but he does have a point regarding Europe. Donald Trump is wrong about most things. In fact, he is wrong about so many things that listing them all would take ages. For simplicity (and to save everyone time) it is much easier to say what he is not wrong about, and I believe on European military spending he is right. Let’s go back in time together. It is 1949 and the West has formed a military alliance called NATO, which aims to provide security to all of its member states. Translated to simple terms: it is a military alliance that protects the West from the Soviet Union. The West, of course, boasts a long list of values to defend: freedom, democracy, the rule of law, and so on. NATO is a military alliance by necessity of the fact that in this world you can only defend yourself by being strong (ideally the strongest), but at heart it is also an organisation that...