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This online workshop guides participants through the process of repairing or voiding an ISA, including the removal of investments or cash and the tax ..
implications for both the manager and investor. The session covers all types of ISAs. The challenge of complying with HMRC's instructions regarding Part Repair or Void notices is addressed, as many managers are unsure of how to accurately adhere to them. Dave, who has 18 years of experience with TISA, leads the workshop and has extensive knowledge of ISA regulations and guidance. He also assists member firms with ISA queries. Prior to joining TISA, Dave worked in sales and compliance in the financial services industry for seven years.
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