The benefits of tax efficient strategies are subject to individual circumstances. The Government’s favourable tax treatment of ISAs is kept under review and although there is no expectation of any significant changes, there can be no guarantee that this will be maintained in the future.
You are reminded that only Qualifying Investments may be held within an ISA. You (or the person authorised by you to make investment decisions on your behalf) are solely responsible for ensuring that the investments held within your account are Qualifying Investments for the purposes of the Regulations. If Instructions are given to purchase any investment that is not a Qualifying Investment, you will be liable to meet any costs or other liabilities that we may incur in order to rectify the matter.
Stocktrade is the trading name of Alliance Trust Savings Limited, which is a subsidiary of Alliance Trust PLC and is registered in Scotland No. SC 98767, registered office, PO Box 164, 8 West Marketgait, Dundee DD1 9YP; is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, firm reference number: 116115. Alliance Trust Savings gives no financial or investment advice. Calls may be recorded for training and security purposes.