Investment ISAs

 • £15,240 allowance.

 • Tax free growth and income.

 • The return comes from the investment funds you select.

 • Can outperform cash and inflation over the longer term.

 • Your fund can go down as well as up.

 • Available to UK residents, who are 18 years or older.

TAX

Investment Funds

  • For those who have used their ISA allowance this tax year.
  • Same style of Investment as our ISAs, but without the tax shelter.
  • Higher/additional rate tax payers will pay tax on distributions.
  • Gains are liable to Capital Gains Tax (CGT) if you are over your allowance for the year.
  • Suitable for saving for a child's future.

Transfer ISAs

 • Hold all of your ISAs in one place

 • Access to My Money Centre.

 • Reduce your paperwork.

 • Manage it online, with help from the Self Invest team.

 • Utilise our managed portfolios.

 • No initial fees

 • 0.5% per annum paid directly from your fund

Our Fees

Important Info for Investors

The Munro Partnership Ltd is authorised and regulated by the Financial Conduct Authority.

Munro Self Invest is a service offered by The Munro Partnership Ltd. and  is an execution-only service, meaning we do not provide advice and act only on instructions provided by you.

©2014 The Munro Partnership Ltd.  All rights reserved.

Munro Self Invest is a trading style of The Munro Partnership Ltd.

Registered in Scotland No. SC219557

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