Managed ISAs from Medical Family Finance
ISAs are an excellent way for medical professionals to shield more of their income from tax and the annual ISA limit is currently £20,000.
There are four types of ISAs for adults – cash / stocks and shares / lifetime / innovative finance – so the field is becoming as complex as pensions.
ISAs differ in their performance abilities and whether you can withdraw or replace funds. You cannot carry any unused allowance over to a new tax year – the allowance resets on 6th April every year.
Our advisers can help to ensure you are making the most of your tax-free savings opportunities.
Why you can trust us
- Over 30 years of experience
- Medical financial specialists
- Outstanding NHS pay and pension knowledge
- Over 1,000 clients
- Managing over £100million of client assets
- Unrivalled client services
Learn more about our Estate and Inheritance Tax Planning
Latest ISAs news and views from the Medical Family Finance team
Get in touch with our adviser team
To arrange a complimentary consultation with one of our team, please use this contact form or phone 020 7252 5765.
