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.

forrest_logoExcellent company to deal with very customer friendly and the return on staff Pension Scheme has been very good in very difficult economic conditions.

Have remained our Pension Adviser because of this and I would have no hesitation in recommending them to a company or individual.

Tom DeaconFinance DirectorForrest Furnishing