ISA rules and Inheritance Tax

Families set to pay millions in unnecessary tax

There’s a fundamental lack of awareness and understanding around Inheritance Tax, especially when it comes to how Individual Savings Accounts (ISAs) are treated after death. Given that some people have been able to amass over a million pounds in their ISAs, it’s an area where lack of knowledge could prove costly.

Securing and protecting your wealth

Early preparation is the key to success here. Taking advantage of methods to secure and protect your wealth will ensure that more wealth can be passed onto the next generation.

Read our factsheet, by hovering over the image on the right, for more information.

Reference – FS015 – Oct – 18

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Thurston Road
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01609 760960

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Fairfield Way
Richmond
North Yorkshire
DL10 4TB

01748 825 971

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Regulatory Statement

Gale and Phillipson Investment Services Ltd, Gale and Phillipson Advisory Services Ltd, Gale and Phillipson General Financial Services Ltd are all authorised and regulated by the Financial Conduct Authority (Reference Numbers 431387, 142752, 195080) and trade under the name Gale and Phillipson. Gale and Phillipson (SE London) Ltd is authorised and regulated by the Financial Conduct Authority (Reference Number 195522) and trades as Indigo Financial Advisors. Registered in England and Wales numbers 05409822, 02232959, 03751076 and 04077157. Registered office: Gallowfields House, Fairfield Way, Richmond, DL10 4TB. Gale and Phillipson (Herts) Ltd is an appointed representative of Gale and Phillipson Advisory Services Ltd, which is authorised and regulated by the Financial Conduct Authority (Reference Numbers 615821 and 142752 respectively) and trades under the name Gale and Phillipson. Registered in England and Wales number 08864945. Registered office: New Burlington House, 1075 Finchley Road, London, NW11 0PU. Robin Joyner Associates Ltd is an appointed representative of Gale and Phillipson Investment Services Ltd which is authorised and regulated by the Financial Conduct Authority (Reference Numbers 703337 and 431387 respectively). Registered in England and Wales under number 04823391. Registered Office: 30 New Road, Brighton, East Sussex, BN1 1BN. Gyr Financial Consulting Limited is an appointed representative of Gale and Phillipson Advisory Services Ltd which is authorised and regulated by the Financial Conduct Authority. (Reference numbers 811525 and 142752 respectively) Gale & Phillipson Advisory Services Ltd trades as Gale and Phillipson. Registered in England and Wales number 11334836. Registered Office: Level 1 Brockbourne House, 77 Mount Ephraim, Tunbridge Wells TN4 8BS.

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