Individual Savings Accounts (ISAs) are a little gift from the UK government, so you should really make the most of them.
Almost half the adult population of the UK have an ISA, with the highest regional uptake being in the South West of England
Source: Office of National Statistics
Before ISAs there were PEPs (Personal Equity Plans) and TESSAs (Tax-Exempt Special Savings Accounts)
A couple saving their maximum annual ISA allowance into an investment ISA each year, could become ISA millionaires* in just 14 years
*Figures assume two adults both saving their maximum ISA allowance of £20,000 p.a. in a Wealthify Adventurous Plan. Value of investment after 14 years would be £1,057,260, after fees.
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 & 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
Please remember with an investment ISA your capital is at risk.
Extremely easy to use, loads of information available although you cant change it - but, thats the point. Fees are a little high for a robo-investor in my opinion but overall its a great service, great staff and feedback, the phone app just works and shows all you need.
Really happy !!! Ease of use and choice for different investments
so far so good. keep up the good work!
So many things - great designed front end, that gives clarity to my investments and their underlying performance; the fees, or lack thereof, as this is a major barrier to investing that is a serious challenge to overcome compared to a traditional stockbroking platform and prompt customer service when I've had to interact with the team!
Great customer support. Affordable service. Excellent platform. Hassle free registration and investment process. Overall, I'm very happy.
Return I want
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