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Do you offer tax-efficient investment products?

12 September 2019

Your investment can be held in either a Stocks & Shares Individual Savings Account (ISA) or a General Investment Account (GIA). Up to £20,000 can be invested in a tax-efficient ISA every year, so that any returns you make shouldn’t normally be subject to income or capital gains tax. 

If you’ve already used up your ISA allowance for this tax year, or you have already opened and invested in a Stocks & Shares ISA this year, you’ll need to set up a GIA – which is subject to tax.

Note that we can’t provide you with tax advice, as everyone’s tax status is unique to them and depends upon your individual circumstances. Please also note that your tax status and tax treatment of products may change over time.