Even Nicer ISAs

Following on from the ground- breaking changes to personal and other defined-contribution pensions announced in the March 2014 Budget, the Chancellor’s Autumn Statement sought to level the playing field by further increasing the tax benefits attaching to ISAs. The so-called ‘death tax’ on pension benefits having been abolished, the tax benefits of ISAs can now […]

This website uses cookies to ensure you get the best experience on our website. View our cookie policy here

Even Nicer ISAs


♦ Advice Area

We have a growing number of corporate clients where we arrange protection, pensions and other employee benefits. Our advice is both for employees and the business owners. However, the majority of our clients are individuals, families and trusts who engage with us for the long term.

Some clients simply require us to arrange transactions on their behalf, e.g. “can you arrange some life cover for me”, “can you arrange this year’s ISA for me” etc.

During our relationship we will:

  • Explain our services and charges
  • Get to know your circumstances, requirements and ability to afford
  • Assess your attitude towards investment risk
  • Review existing arrangements
  • Take account of taxation and legislation
  • Design a tailored plan
  • Document this clearly in a report
  • Implement the plan
  • Carry out all the associated administration
  • Revisit and review each of these on an ongoing basis
  • Be accessible for ad-hoc queries
  • Keep you informed with newsletters and bulletins