Services & Products

ISAs

The annual Individual Savings Account (ISA) allowance provides an ideal way to build up a taxfree lump sum. Any profits made within an ISA are not subject to capital gains tax and any withdrawals or income from a client’s ISA are not subject to income tax.

Charteris offers aStocks and Shares ISA which enables clients to invest in any qualifying investment without limitation. In any single tax year you can invest up to an amount that is determined by the Government.

Charteris also accepts transfer-ins of existing ISAs from previous tax years. Investments held in a consolidated ISA portfolio can be managed more efficiently than those held in several ISA plans. A consolidated ISA can also reduce administration charges.

PEPs have now been incorporated into ISAs.

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