ISA Investment
An ISA investment is a superb way to save money and make interest on your hard earned cash, tax free! The ISA investment scheme was developed by the government in order to encourage people to save money, the incentive being the tax free interest available with an ISA investment. At Heritage Financial we are experts in the ISA scheme and can offer help and advice on all aspects of setting up, transferring and finding the best interest rate for our clients.
Fidelity's Funds Network is a secure online investment fund supermarket where you can transfer existing PEP & ISA Trust funds to over fifty of the United Kingdom’s leading fund providers. By accessing the Funds Network from this site you will automatically receive the full discounted OEIC and Unit Trust rates plus any promotions offered by each individual fund manager.
There are two different types of individual savings account which you can choose from are the Maxi ISA or a Mini ISA. The difference in these two ISA investment options is the amount of money you can save, the maxi allows you to have up to seven thousand in the tax year and the mini allows up to three thousand, the tax year running form April to April. At the end of the year you will see the significant difference in the amount of interest you will have accumulated with an ISA investment as apposed to a normal high interest saving account.
If you currently have an ISA investment and would like to transfer it we can help with that through our discount ISA scheme. On this website you will find a portable document format file which contains an up to date list of the best and worst ISA deals from the leading banks in the United Kingdom. Transferring investments often incur a set-up charge with the new provider. However, the best way to transfer existing PEP’s and ISA’s is by re-registering the units with the same investment provider within Funds Network.
If you are interested in talking to us about discount individual savings account or any other service that we provide, you can get in touch with our team who will be happy to help and offer independent free advice on any individual savings account scheme.
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