Funds & your ISA allowance

Protecting any capital gains from tax

The value of investments, and the income from them,
can fall as well as rise, and you may not get back the full amount you invest.

An ISA protects you from having to pay the tax man for any capital gains on your investments. Or, if you are a higher rate tax payer, any additional income tax on dividends received.

Our BrokerLine Self-Select ISA allow you to invest by lump sum or by making regular monthly investments.

Whatever account is right for you here are some of the key benefits.

  • Over 1,000 discounted funds available
  • Savings of up to 5.5% on fund initial Sales charge
  • No trading charges for the purchase, or sale, of funds
  • Free independent fund research, powered by Morningstar ®
  • Invest in funds every month from as little as £50
  • Manage your account online, 24/7
  • Investment opportunities and research beyond funds

You can also arrange to transfer any existing ISAs you hold to us. Find out how to switch to us.


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