An ISA allows your client to benefit from tax free investment gains. After the 5th April 2017, investors will lose any of their £15,240 allowance which remains unused. With that day fast approaching, have your clients made the most of their 2016/17 allowance? There is still time to take advantage and TAM, as a regulated ISA manager, offer a variety of ways in which new and existing clients can benefit from this tax efficient option.
Tailored Portfolios
7 risk profiles
Wide range of diversified holdings
9 year track record
Low Cost Model Portfolios
Just 0.25% AMC (exc. VAT)
5 year track record
5 risk profiles
Socially Responsible Portfolios
3 year track record
5 risk profiles
Access to award-nominated ‘You Give, We Give’ initiative
Sharia-Compliant Portfolios
3 year track record
5 risk profiles
Access to award-nominated ‘You Give, We Give’ initiative
AM understands how important it is for investors to save for their futures and we believe that one of these services could be the incentive needed to take that first step. If you would like more information about what we can offer you and your clients, please get in touch via any of the contact details below.
Please note that for new subscriptions to the 2016/17 ISA, original ISA application forms (we cannot accept scanned copies) must be received in the TAM office before close of business on Wednesday 5th April 2017. For new subscriptions and/or top-ups to the 2016/17 ISA, cheques must also be received in the TAM office/bank transfer funds must be cleared in the TAM bank account, before close of business on Wednesday 5th April 2017.
Beat the deadline!