ISAs & JISAs
With increasing annual allowances, tax wrappers such as ISAs and JISAs are important investment vehicles designed to encourage longer term saving.
Tax free savings
Most people invest to help them realise a goal – whether that’s to grow a rainy day fund or to provide an income to supplement their retirement and ensuring you make the most of any available tax allowances is an important step in achieving your goals.
- As a regulated ISA manager we can ensure your portfolio makes full use of any tax free allowance you may have available via an ISA.
- Our wealth planners can help you devise a wealth plan that ensures you take full advantage of all allowances every year.
- To help set your children or grandchildren on the road to financial independence, our investment expertise is available within a JISA.
- Recent rule changes mean that savings within an ISA can retain their tax free status when passed to a surviving spouse, making them an effective estate planning option.