Investment ISA
At a glance guide
- Save up to £7,200 a year tax-efficiently.
- Medium to long term investment (5 years +).
- Regular saving from £50 a month; or initial lump sum deposit from £1,000.
- Transfer your existing ISA from another provider.
- Proven track record. (Remember past performance is not a reliable guide to future returns).
- Cautiously managed to reduce the risk of your investment falling.
- A diverse portfolio, managed and reviewed daily by investment experts.
Your tax-efficient savings allowance: Use It, Or Lose It!
Everyone in the UK aged 18 or over has an ISA tax-efficient savings allowance. If you don’t use it, you will lose it. It’s as simple as that!
YOU qualify if you are:
- aged 18 or over
- live in the UK (and will be for at least 6 months of the tax year)
- or are a crown employee or spouse / civil partner of a crown employee serving overseas