Don't keep clients in the dark about Isa allowances

isas

As Isa legislation changes it is up to you to make sure that your clients know what the changes are and take full advantage of all the investments that they can put into their Isas

I have not used my Isa allowance for this year yet. This means I am in the same boat as many people in the UK who will be scouring the financial press in the next few weeks looking for stock tips or the best funds to invest in. However, with the new legislation that has recently come through to change the Isa landscape, investors may be in the dark about what exactly they can and cannot do with their annual allowance. In the last minute rush your clients may forget the broad spectrum of investments which qualify for an Isa and it is your job to remind them. I will start with the most recen...