ISA planning – using 2020 foresight
Session: 23 April 2020
During the course of this webinar, we explored the various planning angles using an ISA, which might suit some of your client in the new tax year end and beyond. It included option for both accumulating and decumulating clients, and ensuring tax benefits are fully utilised.
Presenters – Vince Smith-Hughes – Director of Specialist Business Support
Cat McInally – Business Development Manager (Investments)