The ceremony, which took place on Friday 24 March, invited guests to celebrate the wealth managers and individuals responsible for delivering the highest quality of services to their clients. Nominees are entered into a multitude of categories based on votes from investors and wealth management clients. A public vote, overseen by a panel of judges, determines which providers dominate the industry.
Our Direct Stocks & Shares Junior ISA aims to support our clients in saving for the next generation in a tax-efficient way. We provide a range of flexible options to allow parents or legal guardians of an eligible child to begin investing in a way that works for them.
Benefits of a Junior Stocks & Shares ISA
- You can shelter up to £9,000 each tax year.
- No capital gains tax on profits.
- No tax on dividends from shares or the income earned on bonds.
- Your child or grandchild owns the JISA and they can access the funds at 18.
- If you’re looking to create a tax-efficient savings pot for your children or grandchildren to give them a financial head start.
We are proud to have long-standing relationships with our clients and very often this means we support numerous generations on their investment journey. We strive to make sure our clients feel confident in trusting us with their future - and their family’s future - and so being recognised as the top provider for Junior ISAs is truly a product of these strong relationships. I would like to pass on my thanks to everyone who voted for us, the team at Charles Stanley, and to all of our clients for their incredible support.
Paul Abberley, Chief Executive Officer
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