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From July 1 2014, all ISAs became New ISAs (or ‘NISAs’). New ISAs are a way to save or invest tax free, up to a certain amount per year, currently £15,000.
An ‘Individual Savings Account’ (ISA) is a tax efficient savings account. The Government designed ISAs to allow more people to save for the future. Investments made in ISAs are not liable for income tax or capital gains tax. The maximum amount that you can invest in an ISA for this tax year is £15,000. The favourable tax treatment of a ISA may be subject to change in the future.
The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested.
For more information on ISAs and their benefits, please visit the Inland Revenue website at www.hmrc.gov.uk.
With Schroders, you can invest up to £15,000 this tax year in a stocks and shares ISA.
There are two types: cash, or stocks and shares. You can invest in one or a combination of both, up to your annual limit. We do not offer cash ISAs at Schroders.
Our broad range of funds can give you access to a variety of global markets and investment themes for your stocks and shares ISA. You can invest in a specific market like the UK or choose a broadly-based fund giving access to a variety of world markets or sectors.
The type of ISA you choose is important and if you're not sure you should speak to your financial adviser. If you currently do not have a financial adviser, you can search for one below:
Although the ISA investment is tax free, the fund itself may have incurred other forms of taxation. The favourable tax treatment of ISAs may not be maintained. Tax assumptions may change and the value of tax relief will depend upon individual circumstances.
This website is intended for, and is relevant to, UK residents only and should not be relied upon by persons of any other jurisdiction. It is designed for retail clients only. If you are a professional financial adviser please go to schroders.co.uk and navigate to the correct site. The information in this website is not intended as an offer or solicitation for the purchase or sale of any financial instrument.
Advice. Nothing in this site should be construed as being personal financial advice. Should you have any queries about your application or the suitability of any of the investments included on this website for your personal circumstances, you should contact your Financial Adviser. Schroder Unit Trusts Limited does not offer investment advice.
Important Documents. You should read the Key Investor Information Document(s) and Supplementary Information Document before investing in any Schroder Unit Trusts, the Key Features Document before investing in any Schroder Investment Trusts or the Key Investor Information Document(s) before investing in any fund within the Schroder International Selection Fund Range.
Views and Opinions. Schroders has expressed its own views and opinions on this website, and these may change.
Accuracy of Information. Schroders uses all reasonable skill and care in compiling the information. However, errors or omissions in the information may occur because of a number of factors which are inherent in any Internet access system and are not within Schroders' reasonable control. For example, unauthorised access to this service, or the effects of machine, software or operator error or malfunction in connection with data transmission. This service is accurate only on the date that such information is supplied by Schroders via its Internet service. The relevant date for any particular information is the date shown on the page on which the information appears. In view of the above, Schroders advises you to confirm the accuracy of any information with Schroders before seeking to rely on such information.
Please read the Important Information before investing.