While ISAs are tax-efficient investment vehicles during life they can be the opposite when a client dies. Andy Woollon outlines the options for savers and highlights why advice is essential
While ISAs are a tax efficient way to build up wealth, they are far less efficient when it comes to passing it on. So what are the inheritance tax implications of ISAs and how can advisers help clients...
Greetings, pop pickers
The gift of education
Covid-19 crisis acts as catalyst
£3.4bn released last year
Almost three-quarters generated positive returns
Integration of Charles Derby and Lighthouse
Which firms made the shortlist?
Entered administration in April 2020
Cuts fees across multi-manager range