Tax year end: 2020/21

The tax year ends on 5 April 2021. 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

If you have any queries about an existing ISA or are looking to open a new ISA with us call us on:

0800 028 8960

Alternatively arrange a callback

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

Speak to us

If you have any queries about an existing ISA or are looking to open a new ISA with us call us on:

0800 028 8960

Alternatively arrange a callback

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

Speak to us if you have any queries about an existing ISA account or if you are looking to open a new ISA with us

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 an online account before 25 March.

Click here to register for your My WealthPartner online account

Open a Close Brothers ISA

If you are already a My WealthPartner Online client, to open a Stocks and Shares ISA, please complete, sign and scan this document to us at pwcsupport@closebrothers.com from your registered email address. If you do not have access to a printer and/ or scanner, please contact us to discuss how we can accept your instruction. 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
Stocks and shares ISA

JISA

Open a Junior ISA

Existing My WealthPartner Online clients can also open a Junior ISA for a child they have parental responsibility for who is under 18. Please complete, sign and scan this document to us at pwcsupport@closebrothers.com from your registered email address. If you do not have access to a printer and/ or scanner, please contact us to discuss how we can accept your instruction.

Download form

Transfer an existing account to us

If you've got an ISA, JISA 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 digital copy to us at pwcsupport@closebrothers.com or print the forms and send them to our FREEPOST address.

Please note, you do not need to sell your holdings in order to transfer them to us.

Family kite beach

Investment tools and resources

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.

We offer a complimentary financial health check. This can be arranged by contacting our support team on the My WealthPartner Support team on 0800 028 8960 or by clicking the button below.

Book a health check
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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.

If you are accessing our services and products or website from outside the UK, please note that these are intended for UK investors. For more information, please refer to the Legal centre.

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