Stocks and Shares ISA

The current full year tax allowance is £20,000 for individuals who reside in the UK. This means a married couple could invest £40,000 tax-free in this current tax year 2017/2018.

Advantages of Stocks and Shares ISA:*

Invest up to £20,000 in tax year 2017/2018

Invest either a lump sum or regular contribution per month

No Capital Gains tax

Transfer existing ISAs under one wrapper

Tax on dividends are capped at 10%

Disadvantages of Stocks and Shares ISA:*

Losses cannot be offset against Capital Gains

Charges, Fees and commission can accumulate if you over trade

Your investment can fall in value, unlike a Cash ISA

Stockmarket volatility is not for all investors

If you’re thinking of consolidating previous years ISAs please see our accounts elsewhere page for further details regarding the transfer process.

*Tax laws are subject to change and depend on individual circumstances. Tax law may differ in a jurisdiction other than the UK.

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