ISAs Unpacked - A Practical Refresher for Financial Services
Available to view from 10 Feb 2026
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ISAs Unpacked - A Practical Refresher for Financial Services
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Introduction
With regulatory updates and evolving client needs, keeping your knowledge of Individual Savings Accounts (ISAs) up to date is essential.
This series of 4 x 15-minute modules has been created to provide you with everything you need to know about ISAs. Led by compliance expert Jo Connolly, this series offers both an introduction and refresher to the world of ISAs, including the use of real-life examples.
This series will help you refresh your technical knowledge, enhance your compliance confidence, and ensure you continue to deliver accurate and trusted advice to clients.
What you will learn
This modular webinar series will cover the following:
- Module 1 - Types of ISAs
- Cash ISAs
- Stock & Shares ISAs
- JISAs
- LISAs
- Module 2 - ISA Rules & Restrictions
- Up-to-date regulations for ISAs
- ISA, JISA, LISA limits
- LISA rules (house purchase / pension)
- Module 3 - ISA Withdrawals & Estate Planning
- What happens to ISAs upon death
- Additional Permitted Subscription (APS)
- Withdrawals from ISAs
- Module 4 - ISA Case Studies
- LISAs in practice - objectives: house purchase
- Large investment - objectives: estate planning and tax-free income
This pre-recorded webinar will be available to view from Tuesday 10th February 2026
Alternatively, you can gain access to this webinar and 2,101 others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.