Since being introduced in 1999, ISAs have proved one of the most popular and tax-efficient ways to save and invest for the future. In his March 2014 Budget, the Chancellor sprung a welcome surprise when he announced sweeping changes to ISA regulations, designed to encourage people to save more by increasing the ISA allowances and giving greater flexibility.
The ISA allowance remained at £20,000 for the tax year 2019/20, and the changes from July 2014 now allow full flexibility in the use of cash and investments within the overall annual limit.
St. James's Place draw on the expertise of some of the world’s top investment professionals to manage their ISA funds, and match the risks you are prepared to take with a well-diversified and balanced portfolio to create an appropriate strategy to aim for income or capital growth. Through regular reviews they adjust the mix to reflect changing needs and markets.
Key Investor Information Documents
It is important that you read our Key Investor Information Documents and you can access these by contacting us or your usual Blythswood Associates Financial Adviser.
The value of an investment with St. James's Place will be directly linked to the performance of funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The favourable tax treatment given to ISAs is subject to changes in legislation and may not be maintained in the future.
Please use the contact form below should you wish to discuss investing in a St. James’s Place ISA.