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.

The service provided by Corporate Benefits was very helpful in my husband and me attaining our dream of early retirement.  Their approach was that they knew the specific issues that we would have to deal with, provided answers, resulting in a beneficial outcome.  My husband had three pensions and they dealt with the complexities of this with expertise.  They are professional, knowledgeable and extremely helpful.
Mr & Mrs McHendryGlasgow