Fordham Investment Services (FIS) is an Appointed Representative of New Leaf Distribution Ltd. who are authorised and regulated by the Financial Conduct Authority. Number 460421. Head Office First Floor Princess Caroline House 1 High Street Southend on Sea Essex SS1 1JE. Co registration Number 5520001
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+ Growth/income is tax-free
+ Government bonus available on some types of ISAs
+ Flexible input/withdrawal depending on type of ISA
- £20k PA limit
- No tax relief on input unlike some other options
- Not available in joint names
With the continued increase in house prices, more and more families are finding themselves within reach of the inheritance tax bracket. To many this is often a shock. We can assist you and your family by planning in advance to minimise inheritance tax payable by use of gifts and a wide range of trusts.