isis financial planners
client testimonials

I M, London

"This specialist team punches well above it's weight." Read more    

Dr A, Oxford

"... the Isis team members are very easy to talk to and endlessly patient ..." Read more  

case studies

Complex Investment Of Inheritance

Investment of inheritance: setting up disabled trust, minimisation of inheritance tax liability and tax on capital investment and investing capital "safely" for an income

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Pension Case Studies - Income In Retirement - Drawdown

"I'm very happy with the level of income and the tax efficiency of the arrangement which suits me very well."

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