The IM Optimum ISA

Designed to offer global investment reach
through our risk managed, target dated
IM Optimum Portfolios

The IM Optimum ISA

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.

This provides a unique ISA management structure – with regular internal rebalancing tailored to each individual client – that is simply unavailable outside of the IM Optimum ISA.

For further information about the IM Optimum ISA please call us and we will arrange for your nearest regional sales director to contact you.