Stocks & Shares ISAs

Individual Savings Accounts (ISAs) are a tax efficient way of saving and investing. Gains made on investments held within the ISA are exempt from Capital Gains Tax, with no additional tax payable on any dividends or interest received from those investments, and for this reason they are becoming increasingly popular with today's investor.

What Can You Invest In?

Hedley & Co provide a Stocks and Shares ISA, where clients have the choice of investing in a universe of assets to create a personalised portfolio (subject to ISA rules). These assets include;

  • shares

  • fixed interest stocks

  • gilts

  • unit trusts, OEICs, ETFs

  • investment trusts

Over time with the right management, ISAs can grow and develop into large tax efficient portfolios. They can be managed independently by the client themselves on an execution only basis, or in a discretionary capacity by one of our investment managers.

If you currently have an ISA but are considering transferring it to Hedley & Co this will be done at no cost, although other providers may charge to transfer out.

 

Does this sound right for you? 

As with all services offered by Hedley & Co, if you are contemplating whether or not it is right for you, the best thing you can do is speak to us.

 

We are always happy to help answer your queries, and will always endeavour to find what is best for you personally.

It is important to remember...

  • The value of your investments can fall as well as rise and you may get back less than you initially invested. 

  • Tax rules can change in the future. The value of tax benefits to you will vary depending on your individual circumstances

  • Investment ISA applicants must be aged 18 or over and resident in the UK for tax purposes. 

  • ISA rules may change.

Authorised and regulated by the Financial Conduct Authority N° 471207.

A member of the London Stock Exchange

Registered in England & Wales number 06355300 at: 19 Trident Park, Blackburn, BB1 3NU. 

VAT N°: 741117368