ISA Management
Holding a proportion of your portfolio in ISAs (Individual Savings Accounts) is a particularly tax efficient way to invest.
The Advantages of an ISA
- Any capital gains made within an ISA are free of any liability to capital gains tax (although any realised losses cannot be set against gains elsewhere). Income arising on fixed return securities, such as corporate bonds, is exempt from income tax
- Income on ordinary shares is taxed at the basic rate but there is no additional liability to higher rate income tax.
For more information about about ISAs or to arrange a meeting with one of our investment managers, please complete our enquiry form, send us an email or call us on 01223 720207.
