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.

Thanks to the team at Corporate Benefits for the very professional and straightforward resolution of my pension difficulties at retirement. Consolidating my four separate pensions into one and getting an enhanced annuity due to my health problems had given myself and my wife quite a few worries but not any more. Great communication , clear, upfront and concise advice from start to finish of this process has lifted a weight from both of us. Once again thank you . Murdo and Margaret Dolan, Glasgow