20 June 2018

“To have and to hold...”


Since April 2015, ISA investors have been able to pass on the value of their tax-free ISA to a spouse or civil partner on death through an ‘additional permitted subscription’ (APS)

Understanding Finance

Helping clients understand what we do is key to building relationships. To explain some of the industry jargon that creeps into our world, we’ve pulled together a section of our site to help.


Related articles

Mark Powell, head of Charities at JM Finn, discusses why such excitement surrounding inflation has arisen, and a possible outcome.

JM Finn hosted a virtual conference in May, bringing together some experts to share their insights.

Meet Isabel, Investment Manager at our Bristol office. In this video she provides her insight on the biggest challenges for the firm and the growing interest in Environmental, Social and Governance…