A stocks and shares ISA (also known as an investment ISA) allows you to buy, hold and sell investments.
With an investment ISA, all capital gains and income made from your investments won’t be taxed, as long as you remain within your tax year allowance.
An Annual Management Charge (AMC) of 1.2% applies. This charge is collected automatically from your ISA. There is no initial charge. |
The fund has an annual management charge of 1.5% of the fund value deducted on a daily basis. This annual management fee includes the cost of fund management for the underlying fund. |
Annual charges for holding funds (unit trusts and OEICs) are applied to each underlying account (excluding JISA and LISA) separately. It is tiered within bands as shown in the table below:- Tiers : Charge £0 - £250,000 0.45% The next £250,000 to £1million 0.25% The next £1million to £2million 0.10% Over £2million 0.00% LISA Tiers : Charge £0 - £1 million 0.25% The next £1million to £2million 0.10% Over £2million 0.00% JISA: Charge Annual charge for holding funds 0% There are also annual charges for holding shares, investment trusts, ETFs, VCTs, gilts and corporate bonds:- Product Wrapper Charge Fund & Share Account no charge Junior ISA: no charge ISA 0.45% (Max £45 per annum) LISA: 0.25% (Max £45 per annum) SIPP 0.45% (Max £200 per annum) This will be charged individually to each wrapper. Charges for holding shares do not apply to shares held in Hargreaves Lansdown plc. |
There is no ISA level annual fee. |
Our services are provided no cost to you. We may receive a commission from the companies we refer to you, but this does not affect what you will pay for the product you choose.