With taxes increasing, it has never been more important for your clients to make the most of tax efficient investments.
Within an ISA, gains are currently free of capital gains tax and there is no further tax to pay on income either. Investors do not even need to mention ISAs on their tax returns and this simplicity gives ISAs their appeal alongside the tax efficiencies they offer.
And don’t forget the further rise in the allowance to £11,280 for the next tax year (2012/13), which offers your clients an even greater opportunity to invest tax efficiently.
Simple steps to help you create your campaign
To help you with your 2012 ISA campaign, we’ve created a suite of practical, time-saving and easy-to-use material to allow you to spend more time discussing ISAs with your clients.
Covering new business and top-up opportunities, our campaign web page puts everything in one place, from how to make the most of the flexibility of a Sterling ISA to letter templates, product literature and much more.
Visit the campaign page to start your ISA campaign today!
