Enjoy Tax-Free Savings

What is an ISA?

Individual Savings Accounts (ISAs) are a little tax-free gift from the UK government, so you should really make the most of them.

ISAs are a great way for UK residents to save or invest tax-free
There are two types of ISA: a cash ISA and an investment ISA (aka stocks and shares ISA)
Currently, you can put up to £15,240 a year in either a cash or investment ISA, or split it between the two
You can set up any Wealthify Plan as an investment ISA as long as it doesn't exceed your annual tax-free allowance
Tax-free allowance for 2016/2017
£15,240
With investing your capital is at risk

Use it or lose it

Use your 2016/17 ISA allowance by 5th April 2017, or lose it forever.

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Why choose a Wealthify investment ISA?

With saving rates so low, now may be the time to consider an investment ISA, for a chance for better returns.

  • Easy sign up process
  • Effortless investing
  • Your money won't be locked away and you can withdraw it without penalty
  • Access your account 24/7
  • Low fees and no hidden costs
  • No capital gains tax or income tax to pay on your money as it grows
With investing your capital is at risk

Transfer to a Wealthify ISA

Why would you transfer?

With saving rates so low, now may be the time to consider an investment ISA, for a chance for better returns.

  • Rescue your current ISAs from meagre interest rates while retaining their tax-free status
  • Save money on fees - you may be paying higher fees for your other investment ISAs and could save if you consolidate
  • Your money won't be locked away, you can withdraw or transfer it at any time

How to do it?

You can transfer previous years' investment ISAs or cash ISAs to another investment ISA provider (like us).

Transfers don't impact your current allowance at all, so you can still invest up to £15,240 this tax year.

Always, always, always use the transfer form. Never withdraw the money yourself to pay in, as you'll lose your tax-free benefits on that money forever.

Create your Wealthify Plan as an ISA first, then we will give you the transfer form to fund your plan with your previous ISA.

Please remember with an investment ISA your capital is at risk.