Individual Savings Account (ISA)

Liontrust Fund Partners LLP offers Stocks & Shares ISAs that enable you to invest in our range of unit trusts. You can start a new Stocks & Shares ISA each tax year, subject to the maximum permitted annual investment.

Application form for new ISA investments.pdf

You can also transfer existing ISAs to Liontrust for investment in our Funds. (Existing Cash ISAs can now also be transferred to Liontrust for conversion into Stocks & Shares ISAs. Liontrust does not offer Cash ISAs. You can use the same form to transfer existing Cash ISAs as for existing Stocks & Shares ISAs.)

Application form to transfer into the Liontrust ISA.pdf

Full details on investing in Liontrust’s unit trusts through the Liontrust ISA are available in the Simplified Prospectus.

Simplified Prospectus

Cash ISAs are not offered by Liontrust Fund Partners LLP, but can be held with another ISA provider in conjunction with a Liontrust Stocks and Shares ISA.

ISA investment in the Funds can be made by any of the following methods:

*Each component can be held with a separate ISA provider.

**Cash ISAs are not offered by Liontrust.

***This is based on the assumption that the regular ISA savings plan will run for twelve consecutive months in one tax year and is calculated on the maximum permitted subscription to an ISA of £10,680. If you commence your regular savings plan part way through the tax year you may increase the overall monthly amount to enable you to save up to the maximum overall permitted amount in the time remaining until the end of the tax year in question.