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Are you looking for a tax-efficient way to save for the future? A Wealthify stocks and shares ISA could be exactly what you need! Tax treatment depends on your individual circumstances and may change in the future.
Individual Savings Accounts (ISAs) are a little gift from the UK government.
With saving rates so low, now may be the time to consider an investment ISA, for a chance for better returns.
With the ISA limit increased to £20,000, now may be a good time to consider putting some of your money in an Investment ISA:
You can transfer any cash ISAs or Investment ISAs (aka Stocks and Shares ISAs) you have with other providers to Wealthify
Transferring ISAs from previous tax years doesn’t impact your current ISA allowance at all, so you can still put up to £20,000 into an ISA this tax year. However, if you want to transfer an ISA you’ve paid into this tax year, you have to transfer the whole amount, and it will count towards this year’s ISA allowance
Within your Wealthify ISA, you can set up as many different ISA Plans as you like, both for transfers in and for this year’s ISA allowance
When you transfer an ISA to Wealthify, you should always use the official ISA Transfer Form to retain the ISA tax benefits
To find out more, download our Guide to Investment ISAs.
Please remember with an investment ISA your capital is at risk.