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...

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