INDIVIDUAL SAVINGS ACCOUNT (ISA)

UK STOCKMARKET ISA

A need in the market was identified for tax efficient investments which, with good stock selection, invest directly in stocks and shares on a medium risk basis.

The UK Stockmarket ISA provides a fully diversified and actively managed share portfolio with lower costs than many other stocks and shares ISAs.

£7,000 is the annual maximum for a stocks and shares Maxi ISA. The current limit of £4,000 for a stocks and shares Mini ISA is our minimum investment. 

Transferring ISAs is quick and easy and investors keep the advantageous tax status. Income from dividends and interest can be taken quarterly or reinvested for growth. Valuations are issued as at 5th January, April, July and October each year.

If you would like to invest in an ISA please click here