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.
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 | towards the value of your investment going up and down. We've classified your options from 'Cautious' (low-risk) to 'Adventurous' (high-risk). Risk | are managed by a team of experts who maintain the right investment balance for you. Expert Managed | 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 |
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 £5,100 this tax year.
Get in Touch
Call us on
0800 051 1868
Minicom
0800 404 6161
Lines are open: Mon to Thurs 8am-8pm, Fri 8am-6pm,
Sat 9am-5pm (excl. public holidays).
Calls may be recorded

