Top funds to add to your ISA or SIPP before the end of the tax year

Last-minute ISA or SIPP investors have until 5 April to use up their annual allowances. Which funds do the experts think are best?

Woman researching funds on a laptop
(Image credit: Damircudic via Getty Images)

Investing in an ISA or self-invested personal pension (SIPP) is one of the best ways to shield your investment income and capital gains from the taxman. Dividend and capital gains allowances have been slashed in recent years, making these wrappers more valuable than ever.

But which funds or stocks are worth adding to your portfolio? With thousands of funds, ETFs and trusts on the market, it’s a tricky decision.

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Katie Williams
Staff Writer

Katie has a background in investment writing and is interested in everything to do with personal finance, politics, and investing. She enjoys translating complex topics into easy-to-understand stories to help people make the most of their money.

Katie believes investing shouldn’t be complicated, and that demystifying it can help normal people improve their lives.

Before joining the MoneyWeek team, Katie worked as an investment writer at Invesco, a global asset management firm. She joined the company as a graduate in 2019. While there, she wrote about the global economy, bond markets, alternative investments and UK equities.

Katie loves writing and studied English at the University of Cambridge. Outside of work, she enjoys going to the theatre, reading novels, travelling and trying new restaurants with friends.