fmifa Review – 2018 Edition

The Financial Planners at Financial Management write their own annual newsletter on topics that have been raised by clients. This edition focuses on the topical issues of retirement and inheritance, trying to reduce the confusion surrounding the new pension rules, introducing the new Lifetime ISA and using Equity Release to access cash from our homes.

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Thank you for this confirmation to invest additional funds to your ISA. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.

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