Investment Trust ISA

Individual Savings Accounts (ISAs) are saving plans that are exempt from tax on their returns.

Types

Currently, the available types of ISA are:

  • Cash
  • Stocks and shares
  • Innovative finance
  • Lifetime (LISA)
  • Junior ISA (JISA)

Benefits

The big benefit of ISAs is that no tax is payable, either on the interest from cash or on investment returns.

Everyone has a yearly allowance for how much they can pay in. This is currently £20,000 a year, and this can be invested into a single ISA, or split across different types depending on how you wish to save. The exception to this allowance is the LISA, which has a £4,000 annual limit and the JISA which has a £9,000 limit.

ISAs are a very useful tool in financial planning and at Beaumont Wealth we will always look to use your tax allowances and tax advantaged options as appropriate for your circumstances.

With Beaumont Wealth it is simple to open, transfer or top-up an ISA and we will share our knowledge, insight, and expertise to help you invest with confidence.

Our clients are at the centre of everything we do and we offer a free initial meeting. Let us help you achieve your financial goal by contacting us today.

Meet Mark Evans, our expert in Investment Advice.

Get in Touch

Take the next step towards
better finances

Chester Office

20 Nicholas Street, Chester, Cheshire, CH1 2NX

01244 621762
DIRECTIONS

Shrewsbury Office

Suite 1, Observer House, Abbey Foregate, Shrewsbury, SY2 5DE

01743 297751
DIRECTIONS

Oswestry Office

21 Salop Road, Oswestry, Shropshire, SY11 2NR

01691 670524
DIRECTIONS

Get in touch. We are here to help.

Contact us form

"*" indicates required fields