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 |  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 |
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 £3,600 or £5,100 (if you are aged 50 or over by 5 April 2010) this tax year.
Get in touch
Call us on
0800 051 1868
Minicom
0800 917 0526
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Sat 9am-5pm (excl. public holidays).
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