A stocks and shares ISA is one of the most tax efficient ways to save and invest. It lets you shelter up to £10,680 each year, with any growth free from UK capital gains tax.
Over a number of years, your ISA allowance can account for a sizeable sum – particularly when similar investments are being made by your spouse or partner.
A managed ISA is simply one where your investment manager chooses the investment assets. We use managed ISAs independently or as part of your wider portfolio, helping you invest in the most tax efficient manner possible.
Important Information
THE VALUE OF INVESTMENTS AND THE INCOME FROM THEM, CAN GO DOWN AS WELL AS UP AND YOU MAY NOT RECOVER THE AMOUNT OF YOUR ORIGINAL INVESTMENT.Adam clients
To find out more about how managed ISAs from Adam & Company can meet your individual needs, please contact your Relationship Manager.
New clients
If you wish to become a client of Adam & Company, please complete this form or contact us on +44 (0)131 225 8484.
Further information
This scale of charges is effective from February 2012
Scale of charges - Investment Administration (PDF, 77kb)
Investment Management Tariff (PDF, 72kb)
These scale of charges are effective from January 2012
Adam & Company - Scale of charges - Banking services (PDF, 83kb)
Adam International - Scale of charges - Banking services (PDF, 86kb)
A Guide to the Lending Code for Consumers (PDF, 259kb)
A Guide to the Lending Code for Micro-Enterprises (PDF, 249kb)
Other Services
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