To make the most of your tax-efficient savings, remember to invest up to £20,000 by 5th April 2019. Invest via InvestorZone, BNY Mellon’s secure online investing platform, to receive reduced annual management charges. Subject to terms & conditions.
Tax treatment will depend on individual circumstances and may change in the future
ISA - the tax efficient solution
- No Capital Gains Tax and no further tax on income received
- Invest up to £20,000 in the current tax year
- The allowance will stay the same for 2019/20 and refresh from 6th April 2019
- No need to declare an ISA on your tax form
Reduced management costs
By registering with InvestorZone you will have access to a variety of funds. Furthermore, on successful registration, any of your eligible investments will be converted to B shares, which carry lower annual management charges.
Information at your fingertips
We believe in making it easy to access important information. You will find the key investor information documents (KIIDs) and prospectuses for our funds available here. If required, application forms are also available.
If you are unsure which type of investment is right for you, please contact a financial adviser.
The value of investments can fall. Investors may not get back the amount invested.
This is a financial promotion and is not investment advice.