Case Study:
Protecting Clients’ ISAs for Future Generations

Tax-free growth in an Individual Savings Account (ISA) can be extremely beneficial for clients, from childhood to old age.

If you have clients entering retirement age and beyond, they could have accrued hefty sums over their lifetime, or have a collection of ISAs spread across a multitude of different types and providers.

Although these ISAs will remain tax-efficient throughout a client’s lifetime, they represent a potential Inheritance Tax (IHT) liability on death. So, your clients might also wish to do some IHT planning, in order to protect these savings for their loved ones.

Download Case Study

Dominique Butters, Executive Business Development Manager, explains how your clients can retain the ISA wrapper with some other great benefits including the chance for impressive long-term growth, broader diversification in their portfolio and potential for 100% IHT exemption after just two years.

Should you have any questions or want to discuss the case study, our expert team of regional Business Development Managers are ready to help. Get in touch with us at [email protected].

Don’t invest unless you’re prepared to lose all the money you invest. This is a high risk investment and you are unlikely to be protected if something goes wrong. Take 2 mins to learn more.

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