What can you invest in with the Equiniti Shareview Dealing ISA?
The investment remit for ISAs is very broad. This means you can create a balanced portfolio of investments including shares, corporate bonds and gilts.
You can diversify your investment with funds too. We have over 1,300 funds available from over 50 leading fund managers*.
You can also invest in investment trusts, exchange-traded funds (ETFs) and basically any stock traded on what HM Revenue & Customs deem ‘Recognised Markets’. This therefore does exclude some AIM and Plus listed stocks. For more information please visit www.hmrc.gov.uk
You can even hold cash in the Equiniti Shareview Dealing ISA while you are deciding which investments to choose, and we pay a competitive rate of interest.
What are the costs of an Equiniti Shareview Dealing ISA?
There is an annual fee of just 0.5% of the value of your holdings, with a minimum of £20 and maximum of £75 + VAT.
Stock dealing charges are:
- From £12.50 online per trade for general dealing.
- From £5.00 per trade with SmartDeal bulk dealing.
- From £1.75 per trade with a regular investment.
Find out more about how Regular Investment works
Find out more about how SmartDeal bulk share dealing works
How to make the most of an ISA – start early!
Using your ISA limit at any time is better than not using it at all. But the truth is, it’d be better to use your ISA allowance at the start of the tax year, not the end. After all, if you start investing on April 6th, your investment has another 364 days prospective growth, tax-free. If you wait until April 5th, you’ve lost nearly a year of tax-sheltered dividends or potential capital growth. So if you tend to leave it until the last minute, it’s time to make a resolution for the new tax year – start planning to use this year’s ISA allowance now.
A Stocks and Shares ISA is like all other investments in that, their value and any potential income from them can go down as well as up.
Move certificated shares or Sharesave (SAYE) shares in to an ISA
If you have existing shares as a paper certificate or from a company Sharesave (SAYE) scheme, you can make these holdings tax efficient by putting them in to your Stocks and Shares ISA, once opened. The two links below will open a pop-up explaining how to transfer these shares in to your ISA.
