There are now just four weeks left until the end of the tax year and the opportunity to make the most of your clients' £20k tax free ISA allowances for 2022/2023. So don't delay, beat the deadline and get their top-ups in today.
If you have new clients looking to open an ISA, or a JISA, then here's a reminder of the range of investment options we have available to them.
Traditional active investments
15 year track record
0.3% AMC
6 Defaqto risk-rated portfolio choices
Passive investments
5 year track record
0.15% AMC
5 risk-graded portfolio choices
Sustainable investments
9 year track record
0.4% AMC
5 Defaqto / Dynamic Planner risk-rated portfolio choices
Sharia-compliant investments
8 year track record
0.5% AMC
5 risk-graded portfolio choices
Opening an ISA with TAM is a simple and straightforward process:
- Request a pre-investment proposal via email using our proposal request form.
- Review the tailored proposal with your client.
- When they are ready to proceed, complete our DFM and ISA (or JISA) application forms.
- Send us the completed application forms and funds for investment.
Please note, for all existing ISA top ups and new ISA subscriptions, the following payment deadlines apply:
- Cheques will be accepted up to 5pm on Friday 24th March 2023
- BACS payments will be accepted up to 5pm on Friday 31st March 2023
- Faster / Same-Day / CHAPS payments will be accepted up to 12pm on Wednesday 5th April 2023
If you have any questions regarding an existing ISA top up or new ISA application, or if you would like to speak to us about our discretionary investment services in general, please do not hesitate to get in touch with our UK Business Development Manager who will be very happy to help you.