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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.
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.
You can find answers to a wide range of popular policy, product and servicing questions in our help and support section.