ISAs and other tax efficient savings & investments

As part of any financial plan, making the most of the legally available tax allowances is very important.

If you have other professional advisers, we will work with your accountant or other tax adviser to make sure we fully understand your tax situation and then recommend the correct course of action for you.

ISA’s can provide a tax-free income, but the investment used to achieve this needs to be carefully managed.

Often client come to us with significant cash ISA savings and, in many cases, we are able to use these to create tax-free income streams.