[Video] How To Ensure Your ISA Remains tax free
Did you know your ISAs form part of your estate on death? They are then potentially subject to inheritance tax. Many people have saved large amounts with ISAs, taking advantage of their tax-free status over the years.
With the average inheritance tax bill standing at £200k and £7.1bn recorded in inheritance tax receipts in the most recent tax year, don't give away your money unnecessarily. It is possible to convert your ISAs to inheritance tax-free status in two years.
Find out how:
As with any investment, however, your capital is at risk. The value of your investments can go down as well as up and you may not get back all the money you put in. To find out more or to book a complimentary financial review, contact us on 0117 3636 212 or email office@haroldstephens.co.uk