Adviser wrap provider Nucleus has launched an Isa toolkit for advisers to help clients make the most of “Isa season”.
According to Nucleus, the toolkit includes a series of six step guides that will enable advisers to efficiently navigate their way around clients’ Isa requirements before the end of the tax year.
The guides include opening, topping up and transferring clients’ Isas, as well as suitability paragraphs for advisers to use, and provide a report with a list of clients’ Isa subscriptions for the current tax year as well as a list of all clients that have fully subscribed and those who still have some of their allowances left.
Barry Neilson, business development director, 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 advisers. Through our new toolkit we hope to make it easier and simpler for advisers to maximise the tax efficiency of Isas.
“We have designed all our information and processes to make it easier for advisers and included useful facts and figures, which can help them reach out to their Isa customers and speak in a language that means something to them.”