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Stocks and Shares ISA

Make the most of your full ISA allowance

A Stocks and Shares ISA lets you invest in the growth potential of the stock
market. At the same time, you enjoy the valuable tax advantages of an ISA.

  • Save up to £10,680 this tax year
  • Access the potential growth of the stock market
  • Save additional amounts anytime
  • Tax-efficient investment
  • Open with a minimum investment of £1000 or set up as a regular investment with a minimum of £100 per month

Savings limits

The total Stocks and Shares ISA allowance for this tax year is £10,680. If you save into a cash ISA, the maximum stocks and shares ISA is £10,680 less any cash ISA savings.

The Stocks & Shares ISA is provided by AXA Portfolio Services Limited.

The value of investments can go down as well as up and is not guaranteed: this means you could get back less than invested. The value of any tax benefits depends on your individual circumstances. The Stocks and Shares ISA is intended to be a medium term (at least 5 years) to long term (over 10 years) investment. Charges will apply for fund management and administration.

  • To apply for a Stocks & Shares ISA please speak to a Financial Planning Manager at your local Clydesdale Bank branch (opens in new window)
  • Telephone 0870 6000 151 (Mon to Fri 9am to 5pm)

Anyone aged 16 years or over is eligible to apply for a Cash ISA and for a Stocks and Shares ISA applicants must be 18 or over. You must be resident and ordinarily resident in the United Kingdom.

The value of an investment and any income from it may fall as well as rise. In the case of a Stocks and Shares ISA, the original investment is not guaranteed and you may not get back what you invested.

The value of any tax benefits to you depends on your individual circumstances, the Law and Her Majesty's Revenue and Customs (HMRC) practice which are subject to change. The proceeds of an ISA are currently free from Capital Gains Tax.

For your security, calls may be monitored or recorded.

Your Clydesdale Financial Advisory Service adviser represents only AXA Wealth Services Limited and can offer a range of life, pension and investment products and services. Your adviser will give you details of the company providing any product that is recommended to you. Clydesdale Bank plc is authorised and regulated by the Financial Services Authority (FSA Register No. 121873). Clydesdale Bank plc introduces only to AXA Wealth Services Limited which is authorised and regulated by the Financial Services Authority.

Apply Today

  • Call 0870 6000 151
    (Mon to Fri 9am to 5pm)
  • To apply for a Stocks & Shares ISA please speak to a Financial Planning Manager in your nearest branch

Need help?

  • Call 0870 6000 151
    (Mon to Fri 9am to 5pm)