Important Information: all documentation available on this page is only applicable to Standard Life's sigma range of funds and is only available for increment business. For all new business, please see FundZone
About Standard Life's ISA
ISAs (Individual Savings Accounts) offer a tax efficient way to invest no matter what your client's financial goals.
Standard Life offer a number of funds from some of the leading fund managers which cover a wide range of investment objectives, risk levels and asset classes - so we believe there's an ISA to suit everyone.
Availability
Anyone who is resident in the UK and over 18 can invest up to £7,200 in a Stocks & Shares ISA each tax year. The main benefits for investors are easy access to their money and tax-free returns, as income generated by ISA savings and investments is free from personal UK Income and Capital Gains Tax*.
The ISAs offered by Standard Life Savings Limited invest in Stocks & Shares only. The current limit for a Stocks and Shares ISA is up to £7,200. Please note that the value of an investment may fall as well as rise, and your clients may get back less than they pay in. As an alternative to a Stocks and Shares ISA, investors can choose to invest in a Cash ISA offered by Standard Life Bank. The current limit for a Cash ISA is up to £3,600.
* References to legislation and taxation are based on Standard Life's understanding of law and HM Revenue & Customs practice at date of publication. Legislation and taxation are likely to change in future.
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