ISAs
Investing in an Individual Savings Account
Make use of your tax-free allowance (£20,000 until April 2026) to invest your savings.
ISA Overview
As a UK resident you can save and invest up to £20,000 per annum in a tax-free environment otherwise known as the Individual Savings Account (ISA). You can drawdown your funds without incurring income and capital gains tax.
Why an ISA?
Benefit from a tax-free allowance and a tax-free investment environment. Working alongside Invest & Grow we can provide market expertise and counsel, or we can manage the ISA investments on your behalf.
Useful Information
So long as you are a UK resident and you are happy to invest your money in a Stocks & Shares ISA, why not allow a dedicated and qualified investments professional to give your savings a real chance to grow over the long term.
Risk Warning
The value of investments held within an ISA can fall as well as rise, and you may get back less than you originally invested. Past performance is not a reliable indicator of future results, and tax treatment depends on individual circumstances.
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We are an independently owned investment firm our ambition remains the same as it was when we first opened our doors: serve our clients.
Whether you are a seasoned investor or new to the markets, we are committed to delivering a professional service and personal relationship to match your character, experience, and aspirations.
By combining our professional understanding of you and your circumstances with how you want to work together, enables us to build a plan and portfolio that is aligned with your financial goals.
We can identify how best to get you there, by asking the right questions, so that you can benefit from our expertise. Whether it is about you and your family, your work life and financial circumstances, or your attitude to investing, asking questions enables us to better understand your needs and is critical to the level of service we offer.