Individual Savings Accounts (ISAs) are one of the most popular investment wrappers in the UK. Unlike SIPPs, access is available at any time and income is all tax free in the client’s hands.
The IM Optimum ISA is a stock & shares ISA designed for middle to high net worth clients (minimum of £50,000) to ensure their ISA investments are always managed with the appropriate risk level for each individual through our target dated IM Optimum Portfolios.
It also offers access to our risk rated model portfolios for advisers wanting to use this, more traditional, approach to ISA management.
For further information about the IM Optimum ISA please call us and we will arrange for your nearest regional sales director to contact you.