Tax efficient investments
More for you. Less for the tax man.
Every tax year the Government sets an allowance for individuals to make tax-efficient investments. Give your savings and investments a big head start.
The value of investments, and the income from them can fall as well as rise, and you may not get back the full amount you invest. Any tax treatment and/or reliefs referred to are those applying under current legislation, which may change, and their availability will depend on your individual circumstances. The favourable tax treatment of ISAs may not be maintained.
How to pay less tax on investments
Did you know you can use your ISA allowance to make tax-efficient investments in stocks and shares? We've explained how this works in our ISAs made easy guide.
Our ready-made ISA funds
| Fund |  Risk – Risk is your attitude towards the value of your investment going up and down. We've classified your options from 'Cautious' (low-risk) to 'Adventurous' (high-risk). Risk | Expert Managed – These funds are managed by a team of experts who maintain the right investment balance for you. Expert Managed | Minimum investment – You can invest an initial amount or you can commit to monthly payments. Minimum Investment |
|---|---|---|---|
| Cautious Growth Fund | Cautious |  | £1,000 initial or £50 per month |
| Income Fund | Balanced | | £1,000 initial or £50 per month |
| Balanced Growth Fund | Balanced | | £1,000 initial or £50 per month |
| Adventurous Growth Fund | Adventurous | | £1,000 initial or £50 per month |
| FTSE® 100Tracker Fund | Adventurous | - | £500 initial or £30 per month |
Custom-build your own ISA
Want to choose precisely which funds or shares you hold within your investment ISA? We can help - whether you want to make a lump sum or month-by-month investment.
Tax efficient savings
ISAs aren’t just for investments. You can use them for savings too.
Get a savings boost from the tax man
Enjoy a tax efficient savings account with a cash ISA - and put away up to £5,640 this tax year.
Get in Touch
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0800 051 1868
Minicom
0800 404 6161
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