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.

Hi Iain, I cannot thank you enough for the advice, support and service you have provided to me throughout this process which has been outstanding from start to finish. You have made the entire process easy and hassle free and have negotiated an enhanced annuity for my father. I cannot thank you enough and will recommend you wholeheartedly to every single person I know that ever needs pension advice or indeed financial advice of any kind. Best regards David
David StranaghanRelationship Manager, Third Party OperationsTesco Bank