Home Literature Fund Information SIPPZone Mutual Funds Secure Services

ISAs

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.




The information on this site is for qualified advisers only and must not be relied on by anyone else. If you are not an adviser you should go to our main website for information about our products and services.

[Important Legal Notice][Cookie Policy]

Please note that adviserzone features UK and offshore products provided by Standard Life Assurance Limited and other subsidiaries of Standard Life plc. Click here for a list of product providers.

Standard Life Assurance Limited (SC286833) is registered in Scotland at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH and is authorised and regulated by the Financial Services Authority. 0131 225 2552. Calls may be recorded/monitored.

© 2008 Standard Life.