James
Brearley & Sons Self Select ISA's
James Brearley & Sons Self Select ISA's
James
Brearley & Sons - ISAs and PEPs
Many clients appreciate freedom of a self-select ISA or PEP
but James Brearley & Sons also offer structured Managed
plans for clients who prefer not to get closely involved.
Individual
Savings Accounts are a useful way to build up a tax-free pool
of investments. Up to £7000 a year can be invested in
a wide range of securities within an ISA. James Brearley &
Sons offers both Mini and Maxi Stocks & Shares ISAs only.
The
James Brearley & Sons Portfolio ISA is a self-select plan
so you can have any mix of qualifying shares, fixed interest
stocks, Unit Trusts, etc within it. Because of its flexibility
it is the only ISA you will need to take advantage of the
annual allowance.
Personal
Equity Plans can no longer be taken out but many clients transfer
the plans they took out with a variety of managers to James
Brearley & Sons. In this way they have just one plan that
can take advantage of the flexibility of their PEP and the
range of investments that can be held within it. These are
identical to the investments that can be held in an ISA. The
amalgamated plans can be organised to provide a tax-free income
with constant access to the capital.
For
further information on James Brearley & Sons Self Select
ISA's visit the James Brearley & Sons website.
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