A Charles Stanley Stocks & Shares ISA is one of the most tax-efficient ways to grow your wealth. You can contribute up to £20,000 per tax year, with all growth and income free from UK tax, helping you maximise your ISA investment.
A Charles Stanley Stocks & Shares ISA gives you the potential for higher returns than Cash ISAs while keeping all your gains tax-free.
Already have a Cash or Stocks & Shares ISA elsewhere? Transfer your account to Charles Stanley Direct, our online investing service, quickly and simply, and enjoy a potential £1,500 transfer bonus. Our dedicated team manages the process for you, making it straightforward and stress-free.
If you’re new to investing and want a simple way to get started, a Charles Stanley Stocks & Shares ISA is an ideal entry point. Open your ISA online in minutes and start building your portfolio with guidance from a trusted UK provider. Our experts are always on hand if you’d like extra support.
If you’re already investing and want to make the most of your £20,000 annual allowance, a Stocks & Shares ISA helps you grow wealth more tax efficiently. With access to shares, funds, ETFs and bonds, you can expand your portfolio while keeping your returns free from UK tax.
If your goal is to build wealth for retirement, children’s education, or a future purchase, a Charles Stanley Stocks & Shares ISA gives your money the chance to work harder over time. Investing for the long term means you can take control of your financial future with confidence.
We have a wide range of investment services, offering you the flexibility to be as involved as much or as little as your like.
Invest in your future. Use our first-class service to carry out your investment decisions, through our secure platform and app.
The straightforward way to access our investment expertise. We’ve designed a range of funds to suit different types of investors – from the most cautious to the more adventurous.
Get support from our experts when choosing your investments with our Advisory Investment Service.
Entrust a dedicated expert to make investment decisions on your behalf. We’ll monitor and adjust your portfolio to make sure you don’t miss out on appropriate opportunities or are exposed to unnecessary risks.
With over 200 years of heritage and award-winning expertise, Charles Stanley is one of the UK’s most trusted names in ISA investing. Whether you’re opening a new Stocks & Shares ISA or transferring an existing account, our expert support is here when you need it. Thousands of investors choose Charles Stanley to manage their ISA investments with confidence.
Get a better understanding of your current situation and the options available to you, take advantage of a free consultation with a financial expert.
0207 739 8200 (Open Mon-Fri, 9am-5pm)
The allowance for the current tax year is £20,000.
First you need to choose your service level, deciding how much involvement you would like in you investment choices.
Once you have set up your ISA account, choosing the service most suitable for you, you can complete the transfer forms and we will contact your existing ISA provider to arrange a transfer of your assets.
Please note, the transfer turnaround time will depend upon the assets held with your existing provider. Once both the cash and the investments have been received we will notify you.
We offer flexible ISAs, so you can replace any cash withdrawals during the same tax year without counting towards your annual ISA allowance.
Bed & ISA is a way to transfer shares held outside of an ISA into your ISA as a subscription. The shares are simultaneously sold from your Investment Account and repurchased in your ISA account through the same market maker to protect you against any price movements and to control the amount charged by the market maker by the “spread” between the sale and repurchase price. On the settlement date, we will record the sale proceeds as your subscription to your ISA.. Furthermore, because Bed & ISA includes a sale, you might also need to pay capital gains tax.
Yes, you can have both a Cash ISA and a Stocks & Shares ISA. Your annual tax-free allowance of £20,000 can be divided in any proportion you like between the two.