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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)

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.