Liontrust offers a Stocks and Shares Individual Savings Account (ISA) that is a tax-efficient way of investing in our funds. There is no capital gains tax (CGT) on growth and no tax on income or interest within an ISA. Therefore, ISAs do not need to be declared on your tax return.
A Stocks and Shares ISA is available to any resident aged 18 and over. There is a maximum amount you can invest in an ISA each year, with the allowances for this year detailed below. Please complete the relevant application form to open a Liontrust Stocks and Shares ISA.
You can transfer both Stocks and Shares ISAs and Cash ISAs from another provider to a Liontrust Stocks and Shares ISA by completing an ISA Transfer Form. We do not offer a Cash ISA.
Please remember to read the relevant KIID before opening a Liontrust Stocks and Shares ISA or transferring an ISA to us from another provider.
We recommend that if you have any doubts about the suitability of an investment, you should consult a professional adviser.
You can only invest in Liontrust funds through our Stocks and Shares ISA and not individual company shares and funds from other asset managers.
Minimum and maximum investment limits
The maximum you may invest, either by lump sum investment and/or regular savings, with or without occasional voluntary additional lump sum investments, is £20,000 in the 2017/18 tax year (ending 5 April 2018).
| Minimum lump sum
| Maximum lump sum
| Minimum monthly saving
| Maximum monthly saving
* This is based on the assumption that the regular savings plan will run for twelve consecutive months in one tax year and is calculated on the maximum permitted subscription to an ISA of £20,000. If you commence your regular savings plan part way through the tax year you may increase the 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.