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The Hargreave Hale ISA
Individual Savings Accounts, commonly known as ISAs, are tax wrappers that offer savers and investors reduced income tax and no capital gains tax obligations. These wrappers are particularly attractive to higher rate tax payers because all future gains and income are tax free which means you will earn better returns on your investments.
We can help you manage all your ISA requirements
Our Managed ISA means you can invest automatically into one of the funds run by Giles Hargreave and his team of investment managers, as well as the investment adviser of the Marlborough Extra Income Fund, with no ISA administration charges to pay.
If you would like a more flexible option, we also offer a Self-Select ISA which allows you to invest in a wider range of investments including any UK or foreign company listed on a recognised stock exchange, or any fund or investment trust, which meets the Revenue’s ISA rules.
If you’re in our Discretionary or Investment Managed Accounts your portfolio manager would also look after your ISA needs.
If you have a stocks and shares ISA with another provider, and you would like to transfer your ISA to Hargreave Hale to help you manage all your ISA requirements in one place, Hargreave Hale will not charge clients for this transfer, however, your current ISA provider may charge you an exit fee.
How much can I invest in an ISA?
The ISA annual investment allowance is now £11,280 (for tax year 2012/2013). You can invest the whole allowance in stocks and shares or £5,640 in cash and the remaining £5,640 in stocks and shares.
Tax benefits depend on individual circumstances and may be subject to future change.
If you are interested in investing for children, have you considered the Hargreave Hale Junior ISA (JISA)