ISA Service

At Simple Investments we offer a highly flexible self-select ISA service that gives our clients the opportunity to construct and grow a tax free portfolio of suitable stocks and shares.

Why use a Stocks and Shares ISA ?

• £10,680 tax-free allowance per individual up til 5/4/12 increasing to £11,280 from 6/4/12
• Growth in your ISA is free of capital gains tax and there is no further income tax to pay
• Simple transfer of existing ISAs to us to benefit from our advice and research
• Immediate access to funds, if required

A helping hand

Each of our clients is assigned a personal broker who will always guide and assist in the stock selection process under an advisory arrangement. We pride ourselves on seeking out solid opportunities for capital growth or income - depending on your investment profile and goals. Select from funds, shares, gilts, bonds, Exchange Traded Funds (ETFs) and more.

Regular ISA saving can result in significant sums being completely sheltered from the tax man.  Husbands and wives (for instance) can collectively achieve considerable tax free benefits through mutual utilisation of annual allowances over time.

ISA funds could ultimately be used for school fees planning, paying off a mortgage or for boosting one's retirement income where capital can be withdrawn free of tax at a later date.

Separately, we also offer a straight forward execution ISA service for the more experienced investor who has stock selections and preferences of their own.

There’s more information in our "Simple Investments Guide to ISAs".

Interested? Give Barry Fudge a call on 01483 413500 or email him on barry@simple-investments.co.uk