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How To Reduce Inheritance Tax With An ISA

  • Harold Stephens (onilne) 50 High Street Bristol, England, BS9 3DZ United Kingdom (map)

An Individual Savings Account (ISA) is one of the most tax efficient vehicles possible for the purposes of income and growth.

However, many people don't realise that ISAs are not free of all tax. In fact, most ISAs count towards your estate on death.

Join us for a 20 minute online Workshop where Richard Higgs will explain in simple terms what makes an Inheritance Tax Free ISA different and how it could fit in to your financial plans to benefit your family.

Richard will be on hand to answer any questions you may have after the presentation.

On demand here.

#financialplanning #estateplanning #inheritancetaxplanning #tax #ISAs

Earlier Event: 8 September
Understanding Inheritance Tax
Later Event: 29 September
Making a Will Workshop