tefTax efficient Savings & Investments

An ISA is an individual savings account that has special tax advantages. The ISA itself is simply a wrapper within which you can hold shares, funds (unit trusts and OEICs) and cash investments.

ISAs are designed to be a flexible way of earning a tax-efficient return on your investments. Because they have special tax privileges there is a limit to the amount to invest annually in cash, shares, and/or funds. You can, however, invest your annual allowance with one or several providers.

ISAs are free from Capital Gains tax, so if you have built up a number of years of ISA investments it can be a major benefit.

No Income tax is payable on ISAs.

Contact us today and we’ll arrange an overview of your current position and advise you if ISA investment would be a suitable option to consider.

The value of units can fall as well as rise, and you may not get back all of your original investment

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Page and Page Andover Limited is an appointed representative of The Whitechurch Network Limited which is authorised and regulated by the Financial Conduct Authority.

Registered in England & Wales      Company number : 07825326        Registered Address : Oliver House, 40a High Street, Andover, Hampshire, SP10 1NF

Page and Page offers services only to customers in the UK.

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