Nucleus launches ISA toolkit for advisers

clock

Wrap platform Nucleus has launched an ISA toolkit for advisers.

The toolkit includes a series of six step ‘how to' guides that will enable advisers to efficiently navigate their way around clients' ISA requirements before the end of the tax year. Advisers will also be able to find out which specific clients have not subscribed for the current tax year. Nucleus business development director Barry Neilson said: "A record £84.2bn worth of ISA subscriptions went unused last year across the UK which means many people are potentially paying more in tax than they should. The end of the 2013/14 tax year is fast approaching so time is of the essence for ad...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

M&G sues Royal London for £27m over client access to 'inappropriately risky investments'- reports

M&G sues Royal London for £27m over client access to 'inappropriately risky investments'- reports

Over Ascentric purchase

Linus Uhlig
clock 23 December 2024 • 2 min read
How adviser platforms bridge Consumer Duty and vulnerable client care

How adviser platforms bridge Consumer Duty and vulnerable client care

'For vulnerable clients, the concept of value for money takes on heightened importance'

Darren Winfield
clock 16 December 2024 • 5 min read
Platform due diligence: A comprehensive approach

Platform due diligence: A comprehensive approach

Due diligence is more than best practice it is ‘fundamental'

Stephen Ford
clock 18 November 2024 • 4 min read