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Stocks And Shares ISA

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Stocks And Shares ISA

A Stocks and Shares ISA is a medium (at least 5 years) to long term (over 10 years) investment, which we offer through AXA.

Invest up to £10,200 into a Stocks and Shares ISA.
You can invest in a range of either equity or fixed interest based funds, allowing you to select the funds best suited to your needs.
The minimum investment in a Stocks and Shares ISA is £1,000 per fund. The minimum monthly investment is £50 per fund.

In the case of a Stocks and Shares ISA, tax efficient means any profit is free of Capital Gains Tax and there is no further liability to personal Income Tax. This is based on our understanding of current tax legislation which may change in the future. Please note: Tax benefits are subject to change and individual circumstances.

The value of investments in Stocks & Shares ISAs and the income from them may fall as well as rise and is not guaranteed. You could get back less than you invest.

A decision to invest should not be made on the basis of this information alone, so to find out more, simply arrange an appointment with the Financial Planning Manager at your local Britannia branch, who can help you make the right decision.

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