We believe that an ISA should always be considered if you have money to invest. Within a stocks and shares ISA you pay no capital gains tax and no further tax on any income. You can make withdrawals whenever you need. The current tax year ends on 5 April and the chance to shelter up to £10680 ends with it so if you decide that an ISA is for you then you must act now.
Applying for an ISA is simple. Just log in to our Direct ISA portal (click here) and either use your login details if you are an existing client (contact us if you haven’t got these) or click the button to register as a new client. You will be find all relevant documentation in the portal and will find it very straightforward to select a suitable investment strategy. You do not need to leave the comfort of your sofa!
If you are looking to invest tax-efficiently on behalf of your child or grandchild, why not consider a Junior ISA? You can shelter up to £3600 each tax year, with the same tax benefits as an ‘adult’ ISA.
Once you have made your investment you will be able to view your investment online at any time or download our iPhone/iPad and Android apps to keep tabs on it.
Should you want advice then we recommend that you contact us to make an appointment.
By David Gibson