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...
Vitality at Work scheme
Reporting to Steve Hill
Appointed on 19 September
Plans to double size in five years
Unnamed company valuation reduced