individual savings account (ISA)
A stocks & shares isa and junior isa : providing tax efficiency for every client
A simple way to invest tax efficiently. Any returns clients make are free of capital gains tax and no further income tax to pay on the profits, dividends, returns or interest.
Access to over 5,000 funds and Unit Trusts, as well as the Tavistock ACUMEN range of Portfolios. There is a combination to suit almost all Attitudes to Risk.
bespoke to client
Ranging from the cautious to adventurous; providing the potential for growth, income, or both. The ability to spread client money across a variety of assets to achieve a unique portfolio.
TER and Initial Charge figures are as reported by our brokers.
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A Stocks and Shares ISA that can bring together all clients’ previous ISAs and contributions, along with current tax year contributions, in a simple-to-manage online account. Additionally, we offer a Junior ISA for parents or guardians of children under the age of 18.
- No additional wrapper charges, simply pay the platform fee
- The ISA is included in our tiered pricing structure
Flexible contributions of any amount within annual allowances, including one-off and regular standing order payments
- Partial or full withdrawals at any time
- Clients can inherit additional ISA subscriptions if their spouse or civil partner passes away
FEATURES of the Junior ISA
- Transfer an existing Child Trust Fund into our Junior ISA
- Use our Junior ISA for Stocks and Shares – invest on behalf of a child
- The Junior ISA is included in our tiered pricing structure
- Like with the adult ISA, no additional wrapper charges
“Today people who hold cash equivalents feel comfortable. They shouldn’t. They have opted for a terrible long-term asset, one that pays virtually nothing and is certain to depreciate in value”
Discover how much your clients could save
current platform fee (%)
THE Platform Fee
How to Guides
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Reach out for support
Call our service team during business hours on 0330 123 9830 or email us with your queries. One of our experts will be glad to help.
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The Tavistock Platform is powered by Platform One Ltd which is authorised and regulated by the Financial Conduct Authority № 542059. A registered company in England and Wales. №06993268. Registered Office: Peartree Business Centre, Cobham Road, Wimborne, Dorset, BH21 7PT