ISAs

ISAs are one of the most flexible forms of tax shelter and over time they can build up into a substantial fund. They also help to simplify tax returns. Most securities can be held in this way and we manage ISAs both on a stand alone basis and as part of larger portfolios. We offer the ‘maxi’ ISA with an annual £7,200 subscription.

We also offer a number of tax sheltered products through our Tax Efficient Solutions department and our Aim service.