Could an ISA be an efficient way to manage a long term investment? In order to be tax efficient an ISA can hold cash investments, or stocks and shares as an example. However could an ISA also hold benefits when considering inheritance and inheritance tax rules? Seeking professional financial advice could help you to discover the benefits of an ISA.
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Please be aware these articles are for general information purposes only and correct at time of printing. We will
not accept responsibility for any errors made or actions taken by any readers that have acted on the information
contained. Answers given are for guidance only and specific advice should be taken before acting on any of the
suggestions made. All information is based on our understanding of current tax practices, which are subject to
change. Always remember when investing, past performance is not necessarily a guide to future performance and
the value of some investment units can fall as well as rise.
