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.

I recently retired after 17 years as Chief Executive of Support in Mind Scotland, a medium sized Scottish mental health charity.  The organisation has long recognised the importance of accessing independent financial advice prior to retirement and has had an arrangement with Corporate Benefits for a number of years to offer this service to its staff. In my personal experience, the company does exactly what it says on the tin! I was given very helpful, accessible advice.  Iain McCallum was not only proactive in his approach; he was also very responsive to any queries I had.  I was made aware of the various options available to me, including enhanced annuities.  As a result, I improved my net retirement income by 35%, a not inconsiderable amount. As well as receiving guidance with the personal pension arranged through my employer, I also benefited from assistance with the administrative process for other existing pensions. Overall, Corporate Benefits transformed what can be a stressful and confusing experience into one that was straightforward and easily understood.  I would happily recommend them to others.  
Mary Weir (former) Chief Executive Support in Mind Scotland