How to Create Your First Investment Portfolio

New rules will make it easier than ever to start investing in companies, but creating your first portfolio can be a little overwhelming

Rosie Murray-West 25 April, 2014 | 12:44AM

George Osborne's changes to the rules surrounding ISAs in the last Budget make it more attractive than ever to start investing in companies, rather than simply tucking all of your money away in a savings account.

The Chancellor stunned experts by increasing the amount that can be saved into an ISA, or Individual Savings Account, to £15,000 a year from July 2014. These ISAs give you an exemption from capital gains tax on any profits you make on your investments.

What is more, you can now move your ISA nest egg from cash to shares and then back again, if you like, which means that you can reduce the risk profile of your savings at any time.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

  • holly black headshot thumbnail Barnett is Back

    Editor's Views: After a difficult few years, former Neil Woodford protégé Mark Barnett is returni...

  • Stock of the week post-it Stock of the Week: Coca-Cola

    With 1.9 billion servings of Coke enjoyed every day, our Stock of the Week Coca-Cola needs little...

  • Gold bars lined up 3 Anti-Income Investments

    In a topsy turvy investment world, it might be helpful to ditch the growth vs income mindset and ...

  • Income bold text angle Small-Caps for Income?

    Income-seeking investors shouldn't just stick to big blue-chips. There are plenty of dividend-pay...

  • Stacks of coins income week 3 Income Stock Picks

    VIDEO: Where can investors find reliable dividends to meet their income investing needs? Killik &...

About Author

Rosie Murray-West

Rosie Murray-West  is a financial journalist writing for Morningstar.co.uk

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies       Modern Slavery Statement