ISA Contributions

Dentists are advised to build up significant tax efficient savings by making use of the annual ISA allowance. The total allowance is currently £7200 pa. Of this a maximum of £3600 can be allocated to a cash ISA.

Growth within your ISA is generally avoids a tax liability. Furthermore withdrawals are not liable for income or capital gains tax and don't need to be recorded on your tax return.

PFM use specialist fund platforms to offer our clients access to over 1000 investment funds with options for low cost fund switches and a slick valuation process. By using this approach your adviser can structure a portfolio tailored to your risk profile.

This service is available on a fee or commission basis and offers an excellent opportunity to build up an additional source of tax efficient retirement income. Funds usually remain accessible at all times and can be used for any purpose.

Practice Financial Management Limited is authorised and regulated by the Financial Services Authority. For more details please refer to About PFM / Regulations.