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Key facts about ISAs

3 years ago
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This week’s fix of online technical content will see Senior Technical Consultant Rachel Vahey talk us through the key facts surrounding ISAs.

Rachel will cover a vast array of ISA-related information, to include applying and subscribing; withdrawing and transfers; what happens on death; qualifying investments; and the all-important financial planning – covering many questions your clients may ask.

Supporting literature

 

 

Rachel Vahey

Rachel Vahey

Head of Public Policy

Rachel is Head of Public Policy helping financial advisers and planners understand the changing pensions and savings environment, as well as how new legislation and regulation affects them and their clients. She’s well known within the pensions and savings industry, and regularly speaks at AJ Bell events, alongside writing content and articles for our website.

More from Rachel Vahey

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