Advisory ISA

Tax Efficient Investing with the benefit of Advice.

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Overview


Receive the same benefits of an SVS Advisory account within a Stocks & Shares ISA.

This includes:

  • A dedicated service tailored to your personal investment objectives and risk tolerance
  • Recommendations on UK-listed companies where we see a potential for growth
  • Analyst reports on selected companies
 

What is a Stocks & Shares ISA?


It is a tax efficient account regardless of what tax amount you pay compared to a normal investment account.

There are many benefits that come with a Stocks & Shares ISA:

  • No Tax on Dividend Income
  • You won't have to pay Capital Gains Tax on profits within your ISA
  • No need to inform your tax office (HMRC) that you have an ISA


What is the ISA Allowance?


Every year the Government sets an annual ISA allowance/limit on how much you can invest in an ISA. This year the limit is £20,000, you can invest the full limit in a Stocks & Shares ISA, Cash ISA or a combination of both.

Any unused ISA allowance will not roll over to the following tax year, however, you will instead receive a new additional annual limit set out by the Government to add on top of your existing ISA. 

Please note: SVS does not offer a cash ISA account 

See our charges here

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Moneywise Money Week The Guardian Financial Times London Stock Exchange CISI

Risk Warning: All investments carry risks. The price of shares and other financial investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original capital invested. There is an extra risk of losing money when shares are bought in a period of high volatility. The extent and value of any ISA tax advantages or benefits may vary according to your individual circumstances.

The levels and bases of taxation may be subject to change. Forecasts are not a reliable indicator of future performance and past performance is not a guarantee of future success. You should carefully consider your own financial circumstances before dealing in the stock market. You may not get back the full amount invested. If you are in any doubt about your investment decisions, we recommend you seek the advice of an independent financial advisor authorised under the Financial Services and Markets Act 2000, who specialises in advising on the acquisition of shares and other securities.