What is a Stocks & Shares ISA?

ISAs (Individual Savings Accounts) shelter your savings and investments from tax and provide you with an easy way to save for your future. The government offers generous tax breaks to encourage you to save and one of the most popular and accessible ways is through an ISA. This year’s ISA allowance is £20,000.

Register now to open an ISA

Why choose the Close Stocks and Shares ISA?

Value for money

We offer clear and competitive pricing with no hidden costs or charges.

No annual ISA fee

No charge for transfers*

Competitive platform fee of 0.25% a year

*The transferring provider may make a charge for transferring investments or cash proceeds to Close Brothers Asset Management.

Choice

Invest in a wide choice of investments with our Close Stocks and Shares ISA:

UK equities

Exchange traded funds (ETFs)

UK stocks and shares

UK Government bonds (gilts)

Investment trusts

Convenience

Our online portal is easy to use and accessible at any time and will allow you to create a more detailed view of your wealth by adding assets or debts not held with us.

Buy, sell and switch investments easily online

You can manage your ISA in the same place as your other investments, giving you a single overview of your portfolio

Choose between saving regularly each month or investing a lump sum

Investment expertise

Take advantage of the free access to our expertise and view our in-house research, analysis and insights which are easy-to-understand, whether you are an experienced investor or just getting started.

Our investment team are constantly trading in the markets and managing the portfolios of thousands of investors across the UK.

Support

Our UK-based support team are on hand to help via phone or email. If you have questions about your account, please contact our dedicated Investor Support Team who are available 8am - 6pm, Monday to Friday, excluding public holidays on 0800 014 2712 or investorsupport@closebrothers.com

Please note that any tax benefits will depend on your personal tax position and rules are subject to change. The value of investments can go up as well as down and you may get back less than you invested.

Guide to Close Stocks & Shares ISA

Guide to Close Stocks & Shares ISA

Download our helpful guide to find out: 

A summary of the rules, allowances and tax benefits of ISAs

Information to help you decide if an ISA is the right choice for you

FAQs on our Close Stocks & Shares ISA

Download the guide

ISA charges

Set up account

Nil

Contributions into your account

Nil

Transfers in

Nil

Transfers out

Nil

On-going platform fee – deducted monthly

0.25% (based on the value of your investments, excluding cash)

Buying, selling or switching  Unit Trusts or OEICs

Nil

Buying, selling or switching  Exchange Traded Investments

To the extent that we charge a dealing fee, this will not exceed £8.95.

Fees and charges factsheet

  • 18 Jan 19
  • 0.15MB
  • PDF

You’ll find full details of our fees and charges in this factsheet.

Download


Transfer your Stocks and Shares ISA to us

If you don’t already have a 2018/19 ISA or you would like to transfer previous years’ ISAs, why not register to open a Close Stocks & Shares ISA and benefit from our low cost investment platform. Transferring is easy and our support team are here to help.

Register now to transfer your existing ISA

Download transfer form

Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future returns and you could get back less than invested. Click here to understand the risks associated with investing. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.