ISAs

ISAs are one of the most flexible forms of tax shelter and over time they can build up into a substantial fund. They also help to simplify tax returns. Most securities can be held in this way and we manage ISAs both on a stand alone basis and as part of larger portfolios. We offer the ‘stocks and shares’ ISA with an annual £10,200 subscription*.

Contact us 

For more information about ISAs please contact a member of the team.

*£10,200 applies to persons over 50 years old in the 2009/10 tax year, otherwise £7,200.