Corporate ISA

Individual Savings Accounts (ISAs) allow your employees and shareholders to invest up to £7,000 per year, tax free, in your company’s shares, other shares and cash. If your company would like to offer an ISA, our Corporate ISA is the perfect solution.

You can choose our unbranded ISA or offer our ISA under your company’s branding. Either way, your employees and shareholders will enjoy all the benefits of dealing with the UK’s leading stockbroker, including:

• The ability invest up to £3,000 can be in cash and the balance in stocks and shares, with a minimum of £1,000 of your company’s shares to be held in the ISA at all times
• Instant dealing over the phone, regular valuations and cash statements and access to Barclays Stockbrokers Price Improver®
• Earnings that are free of UK income and capital gains tax
• The opportunity to transfer shares from your company’s SAYE or existing profit-sharing schemes directly into their ISA
• A wide range of qualifying investments to choose from

ISA terminology

ISAs allow two types of investment: stocks and shares, and cash. An ISA can be held through one provider as a Maxi ISA, or split between two providers as a Mini ISA.

Our Corporate ISA is designed for a combination of stocks and shares and cash. We do not currently offer a Mini Cash ISA.

Please note that the favourable tax treatment of ISAs may not continue and that tax-free thresholds are subject to change.

For more information about your company could benefit from our Corporate ISA, please contact us.