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Your investments can be held within any of the following accounts,
depending on your personal circumstances.
Stocks & Shares ISA
An ISA provides a flexible way of investing up to £20,000 per year for (2020/21). You don’t pay income or capital gains tax on any money your investments make and can choose from a wide range of investment options.
A Self-Invested Personal Pension (SIPP), is a type of tax-efficient pension designed to help you build up money to provide an income in retirement. You can choose from a wide range of investment options.
A General Investment Account provides a flexible way of investing without limits on how much you can put in. Although they don’t provide the same tax benefits as an ISA, they are useful if you’ve used up your ISA allowance.
We don’t provide advice as to whether an investment is suitable for you. Before investing you should make sure you understand the risks involved and, if you’re unsure, seek expert financial advice.
Past performance of an investment is not a guide to future performance, the value of investments or income from them may go down as well as up and you may get back less than you originally invested. Tax treatment depends on your individual circumstances and may change.
Willis Owen Limited is authorised and regulated by the Financial Conduct Authority and is registered in England (No.3283706) at Ground Floor, 507 (Unit 2), Centennial Business Park, Elstree, WD6 3FG. The information and content of this site is intended for UK consumers.