Making the most of your ISA allowance
From 6 April 2012, you can save up to a maximum of £11,280 in your ISA (up to £5.640 in a Cash ISA) for each person, or up to £22,560 as a couple. So make sure you set your sights on enjoying even more tax efficient saving and investment.
Cash ISAs
We offer a range of Cash ISAs to help meet your needs, including Instant Access, Fixed Rate Bond(s) and 40 day notice. To find out more about Cash ISAs or about any of the other products and services we offer, speak to your Private Partner today.
Stocks and Shares ISA
A Stocks & Shares ISA, available through our Independent Financial Advice Partners, has the choice of investment options from the whole market. It not only lets you invest for both potential stock market growth and/or income, it can help beat low interest rates and inflation. Investing in Stocks & Shares ISA is tax efficient and isn’t included on your tax return.
For more information on these products or on our full range of current accounts, savings, credit cards and asset finance products talk to your Private Partner today:
Or call 0800 783 1331 (Open 8am - 6pm Mon-Fri).
The value of an investment and any income from it may fall as well as rise. In the case of a Stocks & 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.
Terms and conditions apply.
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.
For details of ISAs, investment limits and how they might suit you, contact your Private Partner.
