A tax-efficient way to save, our stocks and shares ISA is suitable for medium to long-term saving, and can be used to provide your clients with income or growth potential.

Features and benefits at a glance

  • A tax-efficient way to save free of capital gains tax and income tax.
  • Clients can choose from a wide range of investment opportunities.
  • Clients can make single or regular withdrawals at any time meaning they can use the ISA for income or growth potential.

Stocks and shares ISA

By choosing a stocks and shares ISA, your clients will benefit from access to a wide range of investment opportunities covering all the main asset types, such as shares, commercial property, fixed interest securities and cash. 

The flexible ISA subscription rules introduced on 6 April 2016 don't apply to this ISA. This means withdrawals from this ISA can’t be replaced without them counting against the annual subscription limit.

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Training - get the most from the Aegon Platform

From managing your clients, to submitting ISA and GIA business, our training guides are here to help.

Documents you may need

For application forms and support literature, go to our document library

The value of a stocks and shares ISA can fall as well as rise, and clients may get back less than they invest. Your clients should be prepared to hold the investment for at least five years – ideally longer.

The favourable tax treatment of ISAs may not be maintained in the future and is subject to change.  The benefit of the tax treatment depends on individual circumstances.