KLO Talks: How ISAs Can Reduce Inheritance Tax (With Terry Michael)

In the fifth episode of the KLO Talks, Financial Adviser Terry Michael delves into the world of ISA’s, explaining their differences, their benefits, and how you can retain your investment returns tax free. Terry also discusses the importance of reviewing your finances, explaining a client case study to highlight the benefits of using a stocks and shares ISA for income in retirement rather than drawing from a pension.

If you would like to book a complimentary consultation with Terry please email terry.michael@klofinancialservices.com.