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An Investment ISA (also known as a stocks and shares ISA) is a way of holding an authorised asset such as investment funds in a tax efficient manner. This is allowed up to a prescribed amount each year.
With an ISA, you invest your money in a choice of funds with different investment objectives, whether you’re looking for regular income or capital growth. The Investment ISA can therefore give you a range of options to help you achieve what you want from your investments. Your ASC Financial Solutions IFA will recommend funds appropriate and complete all necessary paperwork for you.
Being Independent allows us to find the suitable Investment ISA for you!!!
Don’t worry if you don’t quite understand ISAs as we will be pleased to explain how they work at your first meeting with us.
Your first meeting is at no cost or obligation, so please contact us and come and meet one of our Independent Financial Advisers at our head office in Milton Keynes or our other office in Milton Keynes.
Your Financial Adviser will ask you questions to figure out what you are trying to achieve before making a recommendation.
Your tolerance for risk is very important and will also form a large part of the discussion.
Will you be looking to invest a lump sum or a regular contribution to an ISA?
Don’t forget that ISA allowances can be built up over a period of 10 years, for example, a couple could contribute £230,400 (based on current subscription levels) into Investment ISAs.
An ISA (Individual Savings Account) can only be held in one name. Often ISAs can form part of an individual’s portfolio along with other funds.
Popular aims are a greater income in retirement, a holiday home, a special holiday or a child’s future education. Whatever your requirements, we are able to offer you the right help to achieve your aims.
Cash ISAs are not Investment ISAs and you can invest up to £5,760 into a cash ISA. Most banks and building societies also offer tax-free savings and investment accounts (ISAs). A Cash ISA generally only contains cash, therefore there is no risk to your money. You can save into a Cash ISA if you are a UK resident and aged 16 and over.
Request an appointment with a Financial Adviser in Buckinghamshire, Bedfordshire or Hertfordshire.
Alternatively, to discuss your circumstances with a qualified adviser now, please contact us today on 01908 260033 or request a call back using the form opposite.
Please complete the call back enquiry form below and we will be very happy to call you back and make an appointment to come and see you.