ISAs | Private investors | How to invest | Liontrust Asset Management PLC

Liontrust ISA

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 on the application form. 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.

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