This tax year ends on 5 April 2022

If you're planning to open an ISA, top up an existing one, or transfer in an ISA you hold elsewhere, don't leave things to the last minute. Below you'll find links to useful forms and resources.
Speak to us

Get in touch with us if you have queries about an existing ISA or are looking to open a new ISA.

0800 014 2712

Alternatively arrange a callback

Calls may be recorded. Lines are open:
8:00am - 6:00pm, Monday - Friday (excluding UK bank holidays).

Speak to us

Get in touch with us if you have queries about an existing ISA or are looking to open a new ISA.

0800 014 2712

Alternatively arrange a callback

Calls may be recorded. Lines are open:
8:00am - 6:00pm, Monday - Friday (excluding UK bank holidays).

Get in touch with us if you have queries about an existing ISA or are looking to open a new ISA.

Capital at risk. Tax benefits depend on your individual circumstances and tax rules are subject to change.

 

Not yet a client?

If you wish to open and fund an ISA before the end of this tax year, we recommend registering for the service before 21 March to ensure there’s enough time for us to set up your online account and for you to make your contributions.

Click here to register for your online investing account

Open an ISA

If you’re already a Self-Directed client, complete, sign and scan your completed ISA form to us at investorsupport@closebrothers.com from your registered email address. To ensure your ISA account is open in the current tax year, please send completed forms back to us by midday on the 29 March.

Download form
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Transfer an existing account to us

If you've got an ISA, SIPP or investment account with another provider, you can transfer to us by using the forms below. Once you've registered online, you can scan a copy of your completed transfer form to investorsupport@closebrothers.com.
Please note, you do not need to sell your holdings in order to transfer them to us.

The quickest way to return forms to us is via email from your registered email address to investorsupport@closebrothers.com. Alternatively, if you do not have access to a printer or scanner, please send your forms to our freepost address: “FREEPOST CBAM ONLINE INVESTOR SUPPORT”.

Investment tools and guides

If you're undecided on which investments to choose, you could simply opt to invest cash into your ISA now before the deadline so that you make full use of your allowances. These resources could help you find inspiration for your next investment, in your own time.

Ready-made portfolios

If you are looking to invest but would prefer someone else do the hard work for you, our ready-made portfolios could be for you.

Discovery Shortlist

If you're comfortable investing but are looking for a place to start when choosing funds, check out our Discovery Shortlist.

Basics of investing guide

If you're just getting started with investing, our basics of investing guide is full of useful tips and pointers to set you on your way.

Speak to us about advice

While many people invest in an ISA to save for the future, they may not be aware of other ways in which they could benefit from further tax planning. If you'd like help reviewing your portfolio, we have expert financial advisers who can help you.

Contact us for advice
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Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.