Neil MacLeod: Diversify wrappers to maximise tax-free allowances

Allowances and exemptions

clock • 4 min read
Neil MacLeod: "It's now possible to access the majority of investment funds via most tax wrappers but the tax treatment differs depending on which wrapper you invest in. Creating the right blend of investments for a particular client therefore requires important consideration."
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Neil MacLeod: "It's now possible to access the majority of investment funds via most tax wrappers but the tax treatment differs depending on which wrapper you invest in. Creating the right blend of investments for a particular client therefore requires important consideration."

Neil MacLeod talks diversification of tax wrappers in his latest article for Professional Adviser

Financial planning often requires the ability to recommend a suitable "income" strategy for a client. You could be dealing with a business owner, someone in retirement or the trustees of a trust. But no...

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