Individual Savings Accounts (ISAs)
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  Private Client -> Individual Savings Account (ISAs)
Current ISA Legislation

On 6 April 2011 the ISA rules changed and the legislation is now as follows:

  • ISA investments are free of income tax and capital gains tax
  • Cash ISAs can be transferred into stocks and shares ISAs
  • the ISA allowance for the 2011/12 tax year is £10680 for all eligible investors
  • up to half the maximum allowance can be invested in a cash ISA, £5340 for tax year 2011/12
Cartlidge Morland ISA Portfolio

Our investment management team has designed ISA portfolios that meet certain objectives such as long term capital growth and/or income and reflect your risk profile. The team select from the full range of permissible asset classes and funds.

Alternatively, an ISA can be recommended where the underlying fund or funds complement your existing portfolio.

To discuss your ISA requirements, contact your Cartlidge Morland consultant or email enquiries@cartlidgemorland.co.uk

Printable Application Form

If you have taken advice from a Cartlidge Morland consultant and would like to print an ISA application form to complete and submit to Cartlidge Morland, click on the button below.

ISA Application Form 2011 - 2012

ISA Keyfacts Document 2011 - 2012
Past performance is not a guide to the future. The value of investments and income arising may go down as well as up.
The level and bases of and reliefs from taxation may change. Statements relating to taxation are based upon current taxation laws and practices which are subject ot change.

Phone us on 020 7709 5560 or complete the online contact form