ISAs
ISAs offer UK residents a way to shelter future gains from Capital Gains Tax but have income advantages too. Dividends and interest are deemed to be fully taxed, even to higher rate tax payers. They are also very simple. In fact they are so simple that ISA investments, transactions and income do not even need to be declared on your annual tax return!
Your ISA can be managed alongside your main portfolio and any other investments we manage for you, letting us make the best use of the tax advantages that ISAs bring, particularly for higher rate tax payers.
Tax treatment depends on individual circumstances and may be subject to change in the future.
The value of investments, and any income derived from them, can fall as well as rise, and you may not get back what you originally invested.
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