Impartial Financial Planners | IFA | Fee Based | Dentists | Doctors
Providing fee based impartial financial planning services, serving dentists & medics throughout the UK
The tax efficient nature of Individual Savings Accounts makes them particularly attractive for the higher rate taxpayer. However, because the charges of some ISAs will be higher than, say, an ordinary unit trust, before investing in an ISA rather than a unit trust investors must be satisfied that the tax advantages will outweigh the increased [...]
One of the standard pieces of advice we have always given when it comes to investing in stocks & shares is that it really will pay off to maximise the allowances clients have to ISAs. If a client is looking to invest, this is the first port of call for us as wealth managers. As [...]
