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Stocks and Shares ISA

With interest rates lower than many savers would like, is it time for you to think about doing things differently? While savings accounts are still ideal for your short-term needs, there might be another option for your long-term goals. If you’re comfortable with the risks involved, a Stocks & Shares ISA could be right for your next move.

You could currently invest, up to £20,000 each tax year, in a Stocks & Shares ISA with the help of our expert Financial Advisers.

Why invest in a Stocks & Shares ISA?

  • Pay no tax on investment growth or interest earned on the ISA
  • In the current tax year, you can invest up to £20,000, minus any amounts already saved in other ISAs in this tax year ISAs
  • Potential for a better rate of return than with a Cash ISA if you are comfortable with putting your capital at risk
  • You don’t have to declare an ISA on your tax return

Why get advice from Skipton?

  • Invest at a risk level you’re comfortable with
  • Tailored recommendations to suit your needs
  • Free initial consultation to help you understand your options
  • A team of experienced experts to help you make the most of your investments
  • You only pay for our advice if you act on our recommendations

Investing might be right for you if:

  • You have a lump sum of £20,000, or £500 a month to invest, not including your emergency funds.
  • You’d like expert advice to support your financial planning.
  • You’re comfortable with the level of risk involved and you’re looking to invest for at least five years.

If you’re not sure investing is for you, you can speak to our team and find out more about the benefits, risks and your available options.

Book your FREE initial consultation about financial advice

Looking to transfer an ISA?

If you already have money in an ISA and you'd like to use it to start or top up a Stocks and Shares ISA, you can request an ISA transfer. Transferring your money this way means your ISA funds retain their tax efficient status. Contact our team today to find out more about the simple process for ISA transfers.

How do I open a Stocks & Shares ISA with Skipton?

You’ll need to speak with one of our Financial Advisors to invest in a Stocks & Shares ISA. They’ll talk you through your options and answer any questions you might have. So if you want to open a Stocks and Shares ISA today, or you’d like more information, call us using the button below. Or, you can arrange a call back and we’ll get in touch with you.

Important information

Please bear in mind, the tax treatment of your investments depends on your individual circumstances and prevailing legislation, both may change in future. Stock market-based investments are not like building society investments as your capital is at risk and you may get back less than you invested. The value of your investments and any income from them may fall as well as rise.

Request a call back today

Book your FREE initial consultation to find out if financial advice might be right for you. Simply fill in your details and we’ll be in touch at a time that suits you.

What to expect

  • The call will take as little or as long as you need.
  • We'll ask a few questions to understand your situation.
  • You'll also be able to ask any questions you have and find out how we could help.
  • And, there's no obligation to take things any further.

Alternatively you can call us on 0345 607 9802

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