Making the most of Individual Savings Accounts (ISAs).
ISAs have become a key component of an IFAs’ savings and investment plans for clients.
With the addition of new versions of Individual Savings Accounts more recently – for example the new Lifetime ISA or LISA – we have produced a perfect detailed guide to the full ISA family and we outline their requirements including eligibility, account structures and tax treatment.
Making the most of ISAs
Individual Savings Accounts are a key component of any savings and investment plan. With the addition of new forms of individual savings accounts (ISAs) such as the new Lifetime ISA, we round up the full ISA family and outline their requirements including eligibility, account structures and tax treatment.
Keith Relf, Managing Director of Independent Financial Advisers, Pembroke Financial Services of Shoreham in West Sussex says that “While politics have been very much to the fore over the last few months, government business was on pause in the run up to, and following, the election. The Treasury has now indicated that there will be a summer Finance Bill, but details are not yet available.
This hiatus in activity has provided a good opportunity for us to review the topics which we cover in our Key Guides and we’re delighted to present you with the first; Making the most of ISAs “
For further expert advice on making the most of your ISAs please contact us by calling 01273 774855 or email us by clicking here.