Don’t let your clients lose their ISA allowance

 

Hurry! There's not long left to make the most of your clients' 2015/2016 ISA allowance...

An individual savings account (ISA), allows savers to invest up to £15,240, tax free. Have your clients thought about this tax efficient way to save for their futures and if they already have an ISA, have they used their entire 2015/2016 allowance? TAM, a regulated ISA manager, offers a variety of ways in which new and existing clients can benefit from this tax free savings option.

 

Bespoke Multi-Manager Portfolios
Flexible risk profiles
8 year track record
 

Low Cost Model Portfolios
4 risk profiles
4 year track record

 

Ethical and Socially Responsible Investments
5 Risk Profiles
Collaboration with charities through ‘You Give, We Give’ scheme
0.40% AMC
 

Sharia-Compliant Investments
Launched in 2014
5 Risk Profiles


 
TAM understands how important it is for investors to save for their futures and we believe that one of these services could be the incentive needed to take that first step. If you would like more information about what we can offer you and your clients, please visit our website, or to speak to us please call +44 (0) 207 549 7650. 

Please note that for new subscriptions to the 2015/2016 ISA, original ISA application forms (we cannot accept scanned copies) must be received in the TAM office before close of business on Tuesday 5th April 2016. For new subscriptions and/or top-ups to the 2015/2016 ISA, cheques must also be received in the TAM office, or bank transfer funds cleared in the TAM bank account, before close of business on Tuesday 5th April 2016.
 

Don't miss the deadline!

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