Risk Warning
The value of investments and the income from them may go down as well as up and investors may get back less than the amount invested. The tax benefits relating to ISA investments may not be maintained. Please refer to the Key Facts documents contained in the ISA/Share Plan Brochure & Application form for general and specific investment risks attaching to the individual trusts.
Read the detailed Risk WarningISA Eligibility
From 6 April 2013 ISA investors will need to be ‘resident in the UK’ to be eligible to obtain tax relief within an ISA investment.
ISA eligibilityHow to Invest – ISA Top Up
If you have an existing Investment Trusts ISA with us for the current tax year and have not invested your full allowance then use our top up form and return it to us.
Remember you can choose to invest your Stocks and Shares ISA allowance of £11,520 for the 2013/2014 tax year in our Investment Trust ISA. The minimum top up is £250 per trust.
