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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Railway House
1 Whittlebury Mews East
London
NW1 8EQ

020 7483 4488

Newcastle Office

4th Floor
18-24 Grey Street
Newcastle Upon Tyne
NE1 6AE

0191 468 2500

Northallerton Office

Trinity House
Thurston Road
Northallerton
North Yorkshire
DL6 2NA

01609 760960

Richmond Office

Gallowfields House
Fairfield Way
Richmond
North Yorkshire
DL10 4TB

01748 825 971

Richmond Mortgage Advice Office

Greyfriars,
15 King St,
Richmond
North Yorkshire
DL10 4HP

01748 822088

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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.

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