Open a plan from £10 a month - for any child under 18 who doesn't have a Child Trust Fund in their name
Flexible and accessible – clients can stop, start, raise or lower their investment levels whenever they wish
Growth occurs through a share of the Shepherds Friendly With-Profits fund, free from income tax and capital
gains tax – giving great potential for long-term growth
Any family member or family friend can contribute – making this plan an ideal vehicle for birthday or Christmas cash gifts
Invested in stocks and shares – with the aim of achieving higher growth in the long-term than cash-based ISAs
Contact our Business Development team on
0161 495 6495
Further information
Our Junior ISA gives your clients the opportunity to enjoy a savings plan that is free from income tax
and capital gains tax. Whether to help provide cash for their first car, or to start saving for a deposit
for their first home, family members and their friends can start saving for a child they love with our Junior ISA.
To apply for a Junior ISA please call us on 0161 495 6495 or apply online today.
Important things to consider
Value of the Junior ISA depends on the future performance of the investments held in the fund
and the bonuses we distribute from any profits arising from these investments
HM Revenue and Customs may change the tax status of a Junior ISA in the future
Inflation may affect the purchasing value of the investment in the future
The child may get back less than has been paid in (Please see MVR section in the Key Features for details)
This plan cannot be stopped or cashed in until the child is 18
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