Help clients avoid the 'seven deadly ISA sins'

Are you clients making the most of their allowances?

Julian Marr
clock • 2 min read

As the current tax year enters its final weeks, make sure clients are aware of the common mistakes ISA investors often make

Some rules of thumb are classics for a reason. As the current tax year enters its final weeks, therefore, there is no harm in ensuring your clients are fully aware of the common mistakes ISA investors are prone to make - including the so-called ‘seven deadly ISA sins' identified by Fidelity International associate investment director for personal investing Maike Currie. Perhaps the most topical of these sins is confusing volatility and risk. "If you had to sum up markets in 2016 in one word, it would be ‘volatile'," said Currie. "We have enjoyed a bull market for a number of years now...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on ISAs

Mind the disabled saver junior ISA gap

Mind the disabled saver junior ISA gap

Financial planners and providers urged to avoid foreseeable harm

Jen Frost
clock 23 March 2026 • 3 min read
Female investment ISA holders urged to take more 'active approach'

Female investment ISA holders urged to take more 'active approach'

Wesleyan says women need to get on top of their stocks and shares ISAs

Jenna Brown
clock 09 March 2026 • 2 min read
AJ Bell simplifies Bed and ISA process amid tax-efficient demand

AJ Bell simplifies Bed and ISA process amid tax-efficient demand

Greater appeal following Budget tax changes

Isabel Baxter
clock 18 February 2026 • 2 min read