Private Investors
Tax Efficiency - Individual Savings Accounts (ISAs)
Investors who have taken up
their ISA (and in previous years PEP) allowance each year since
1987 may find that they have accumulated a significant sum.
Many however find that that money is spread over funds and other investments that, while attractive when purchased, may have lost their lustre or which now do not have an overall, coherent investment strategy. A range of diverse holdings can also create unnecessarily administration for investors.
By pulling such holdings together into a Rathbones account, your fund manager can manage those funds to ensure you make best use of your ISA allowance each year and that the money is managed to meet your long-term investment goals.