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ISAs (Individual Savings Accounts) and Junior ISAs

An ISA is a tax free wrapper and if you are eligible, we will be able to subscribe for an ISA for you and manage it as part of your overall portfolio. We can make use of your ISA allowance every year in a cost efficient manner. Just one less thing for you to worry about!

If you have taken out ISAs with several different providers, we can gather them altogether and manage them actively as part of your overall portfolio strategy, so that means less paperwork and it could be more cost effective too.

The Junior Individual Savings Account (or JISA) offers the parent or grandparent a simple, tax-free way to save for children.

Partners: Andrew Lidsey, James Crocker, Mark Atherton and Sasha Parmar

Please contact us if you would like to discuss ISAs in more detail, or see our FAQs page or “Becoming a client” section.