Individual Savings Account


Indivdual savings account

ISAs are one of the most tax-efficient ways to save in the UK and can provide tax free growth and income.

  • Often mistaken as cash only, ISAs can be used to invest in stocks and shares as well as many types of investment funds.
  • Free from Income tax.
  • No Capital Gains Tax to pay on growth.
  • You can transfer Cash ISAs into Stocks and Shares ISAs and vice versa.
  • There is an annual limit on how much you can invest into an ISA and the limit occasionally changes with the budget. 
As you can see from the above, ISAs are extremely tax efficient and almost always form part of an individuals financial plan.

For advice on how to maximise the benefits of ISAs and how to include them in your financial plan, please feel free to contact one of our advisers today.

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FCA Risk Warning

The value of your investments can go down as
well as up, so you could get back less than you