Way targets 'Not the Isa' campaign at advisers

Way says its ‘Not the Isa’ campaign is being timed to coincide with the heart of the Isa season, and the government's decision to make Isas permanent, to highlight the dangers of IHT on Peps and Isas for older investors, particularly those over 70. Based on Office of National Statistics (ONS) data and a survey of 100 over 70 clients, the Way Group warns around 165,000 investors aged 70, with Pep and Isa holdings of at least £100,000 could be eligible for IHT. In addition, the financial services group estimates at least £500,000, or one sixth of the annual IHT tax take of £3bn comes fr...