ISAs, unit trusts and OEICs

Understanding Individual Savings Accounts (ISAs)

ISAs can provide a tax-efficient and relatively simple wrapper for saving – offering returns and withdrawals free from income and capital gains tax. Knowledge of all the ISA funding rules is vital to help clients maximising their tax free savings.

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Understanding the taxation of OEICs and unit trusts

OEICs (Open Ended Investment Companies) and unit trusts form part of many client investment portfolios and advisers need a thorough understanding of how they are taxed, both on distributions and on disposals.

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