ISA Management

Our ISA Management service provides a tax sheltered element either to complement your main investment portfolio or as a stand alone service. Interest, dividends and bonuses from investments held in an ISA are exempt from further income tax, whilst capital gains on those investments are exempt from Capital Gains Tax.

At the time of writing, you may invest up to £10,680 per tax year in a Stocks and Shares ISA. Within your ISA you can invest in any company that is traded on an exchange recognised by HMRC.

As part of the this service, the underlying portfolio can incorporated into your overall investment portfolio and therefore can be used to compliment your overall objectives. Alternatively the ISA Management service can operate as a stand alone investment strategy.

ISA  Management Transfers

For ease and convenience you can also choose to transfer to our management any of your existing ISAs which you currently hold with other managers. This will help ensure that the investment management of your tax efficient funds complement that of your overall portfolio.

Please note that your existing ISA manager may charge you for transferring your account from them. Your existing ISA manager may also require that your holdings be sold and that the transfer be made in cash. If so, there may be a period of time when you are not invested.

Please note, the value of your investments and any income derived from them from them may go down and you may get back less than you invested. If you are unsure about the suitability of this service, please contact us for advice.