Stocks & Shares ISA
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.
What you can invest in:
Hedley & Co provide a Stocks and Shares ISA, where clients have the choice of investing in a variety of assets (subject to ISA rules). These assets include:
Fixed interest stocks
Unit trusts, OEICs, ETFs
ISA's can be managed independently by the client themselves on an execution only basis, or in a discretionary capacity by one of our investment managers.
Does this sound right for you?
As with all services offered by Hedley & Co, if you are unsure whether or not investing is right for you, the best thing you can do is speak to us.
We are always happy to help answer your queries, and we will always endeavour to find what is best for you personally.
If you currently have an ISA but are considering transferring it to Hedley & Co this can be done at no cost, although other providers may charge to transfer out.
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.
You can invest up to £20,000 per tax year and can only subscribe to one Stocks & Shares ISA each tax year. The ISA rules are subject to change.