ISAs

Benefits of ISAs

- exempt from Higher rate Income Tax
- exempt from Capital Gains Tax
- allows both husband and wife to take out separate plans in the same year.

General Rules

- must be aged 18 or over
- must be resident in the U.K. for tax purposes
- can only subscribe to one Plan Manager in any tax year
- can withdraw cash at any time, but may not replace it at a later date.
- may subscribe up to £10,680 in the tax year 2011/12

How we can help

James Sharp & Co offer Self-Select Individual Savings Accounts which allow you to invest in a wide range of investments including any UK or foreign company listed on a recognised stock exchange, or any fund or investment trust which meets the ISA rules set by the Revenue.

In addition to our Self-Select ISAs, we can offer advice to customers who have completed the advisory section of the client agreement form.

If you wish to transfer an ISA from another provider, we do not charge for this service. We can transfer Self-Select Stocks & Shares ISAs from previous ISA managers - please contact Sarah Entwistle for further details

Please contact Phil Mackintosh or Sarah Entwistle for further information.