ISAs are a tax efficient investment where you pay no capital gains tax and no further tax on income taken.

Benefits of an ISA

  • Currently you can invest up to £15,000 each tax year into an ISA.
  • Used regularly, your ISA allowance offers you the chance to create a substantial investment, which is sheltered from the taxman.
  • Any UK resident aged 18 or over (16 for Cash ISA’s) can invest in an ISA.
  • You can access and withdraw funds from an ISA when required.
  • Junior ISA’s are also available for children living in the UK and under age 18. The funds saved cannot be accessed until the child is 18.

Please contact us for further information and refer to Investment Service, which provides details of our Annual Review Service.

UNISON_trade_union_logoThe team at Corporate Benefits Consulting have been guiding the Trustees and Employers of the Unison Strathclyde Region Branch Pension Plan through an extremely complex and difficult Scheme closure and ultimate wind up. Our Client Manager, Allan Maxwell, has provided expert advice at all stages of this process which included the negotiation of a transfer of the Active members to the Unison Staff Pension Scheme and the securing of benefits for the remaining pensioners and deferred members. At Unison we feel it is important that our advisers are able to deal effectively with our pension arrangements offering imaginative and timely advice. Corporate Benefits have assisted us greatly by presenting comprehensive solutions to the problems that we faced. If good, practical pensions and employee benefits advice is what your company needs then Corporate Benefits would be a good starting point.
Catherine McClymontTrusteeUnison