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Individual Savings Account (ISAs)
Current ISA Legislation
On 6 April 2008 the ISA and PEP rules changed and the legislation is now as follows:
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ISAs remain free of income tax and capital gains tax |
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the allowance is £7200 for the 2008/2009 tax year |
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up to £3600 can be held in a cash ISA with the remaining allowance invested in a stocks and shares ISA |
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it is possible to transfer cash ISAs into stocks and shares ISAs |
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PEPs are now known as stocks and shares ISAs |
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.
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.
Investment Management
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