If you are a Shepherds Friendly customer or would like to know more about our products, please visit shepherdsfriendly.co.uk
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Key features of the Shepherds Friendly
Stocks and Shares ISA
Our Stocks and Shares ISA offers your clients a tax-efficient way to save for their future. The money they invest and its growth are free from income tax and capital gains tax. Access to their cash at any time, as well as the lump sum at the end of the plan, are also tax-free. Applying is quick and easy and transfers-in are accepted. Following the 2015 rule changes, clients can choose to spread their total allowance across a mix of stocks and shares and cash ISAs or invest the total allowance in one or the other.
IMPORTANT THINGS TO CONSIDER
To apply for a Shepherds Friendly Stocks and Shares ISA please call us on 0161 495 6495 or apply online today.