Advisory Stocks & Shares ISA Accounts

Protect your investments from Capital Gains Tax

Advisory Stocks & Shares ISA Accounts

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What is an ISA?

ISA stands for Individual Savings Account. It is a special type of savings account that allows your savings to grow free of tax.

Your ISA is also a personal tax shelter (also called a “tax wrapper”) The gains your savings or investments make are not subject to capital gains tax and neither the interest nor capital taken out of your ISA account is taxed.

There are two types of ISA:

  • Cash ISA
  • Stocks and Shares ISA

Savers can invest in two separate ISAs in any one tax year: one Cash ISA and one Stocks and Shares ISA. You cannot invest in either two cash ISAs or two stocks and shares ISAs in the same tax year.

How much can you pay into your ISA in the 2014/2015 Tax Year?

Beaufort Securities does not offer a Cash ISA. Therefore take care when deciding how much to invest in your Stocks & Shares ISA (Advisory or Execution Only) with Beaufort. If you have a cash ISA deduct the sum invested from the total amount allowed each year and the balance is what you can invest in stocks and shares.

CASH ISA STOCKS AND SHARES ISA TOTAL ISA ALLOWANCE
£2,000 £9,880 £11,880
£3,500 £8,380 £11,880
£11,880 (max) £0 £11,880
£0 £11,880 (max) £11,880

 

Why you should have an ISA?

Notwithstanding the tax benefits from saving in your own ISA the process of so doing gives you a great deal control over what happens to your savings. Many investors like to combine all their savings and investments under one umbrella making the process far easier as well as tax efficient. Finally, an ISA will give you the chance to create a portfolio to match your investment needs or objectives.

Get FREE advice on your ISA investments

You may not need any help, guidance or advice over which savings or investments are placed in your ISA. If you are comfortable with this ‘do it yourself’ way of investing then fine we will execute your transactions accurately and swiftly. Because you are making the decisions regarding what and where to invest the service we provide is called ‘Execution Only’ because we simply execute your instructions.

On the other hand you may not have to time, the inclination or you may feel you lack the knowledge to invest in your ISA in which case why not consult our experts? Our advisory brokers are highly qualified and very experienced in advising clients how to achieve their investment objectives. All you need is speak to them – why not call them now on 020 7382 8384

To summarise there are two ways to operate your ISA Account.

  1. Advisory ISA Service - if you would like help in choosing your ISA share investments, use our Advisory ISA Service? You will have access to your own personal broker via the telephone.
  2. Execution Only ISA Service – simply call us with your investment instructions and we will complete your transactions accurately and efficiently

Call 020 7382 8384 now!

Caution!

If you are unsure as to the suitability of an ISA, we recommend you consult an independent Financial Adviser.

Although ISAs currently allow you can keep all the proceeds from your investment tax-free - there is no Income or Capital Gains Tax to pay- tax regimes are subject to future change.

Open your Beaufort Advisory ISA today

If you are an existing Beaufort Securities client, it only takes a minute to apply for a Stocks & Shares ISA account by logging into your existing account via our website and going to the 'Admin' section of your account. The step-by-step video below takes you through the process.

If you don't already hold an account with Beaufort you can apply for an Advisory Stocks & Shares ISA account now, simply by clicking on the button below to be taken directly to our online ISA account application form which only takes 5 minutes to complete...

Apply Now

Alternatively you can call us now on 020 7382 8384 or download and complete our paper Advisory ISA Subscription Form.

Please send the completed Advisory ISA Subscription Form to:

ISA Department
Beaufort Securities Ltd
131 Finsbury Pavement
London
EC2A 1NT

Save Money on ISA Fees - Transfer to One Provider

If you hold a number of ISA with more than one provider you could transfer them to us and save on fees. Firstly, this could save you money if you have invested with different providers or if your other provider charges a percentage fee of your overall portfolio value each year. Secondly put all your ISA’s with Beaufort and pay NO ANNUAL MANAGEMENT CHARGES.

Transfer to Beaufort today. Call us now on 020 7382 8384 or download and complete our Advisory ISA Transfer Form.

Please send the completed Advisory ISA Transfer Form to:

ISA Department
Beaufort Securities Ltd
131 Finsbury Pavement
London
EC2A 1NT

Advisory ISA Charges

Click here to view our Charges Sheet in full

Risk Warnings

Click here to see full Risk Warnings
Please read our Terms & Conditions for ISAs

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