Tax Wrappers

Ethical Individual Savings Account (ISA)

Our Ethical ISA is a stocks and shares ISA. It is only available via our Personal Discretionary Service. Our Ethical ISA provides a tax efficient investment wrapper through which you can invest in an ethical portfolio of assets. You can choose to transfer your ISA from another provider or you can invest your current annual subscription amount.

The minimum investment fees/amounts for each product apply to the total value of your portfolio. If you are solely investing in an ISA, you will need to invest sufficient to meet the minimum fees applying to that product.

Self-Invested Personal Pension (SIPP)

As part of the Personal Discretionary Service, client’s also have the option of opening a Self-Invested Personal Pension. This particular tax efficient investment wrapper can be a standalone portfolio, or combined with an ISA and/or GIA. It may be possible to transfer other registered pensions schemes or a recognised overseas pension scheme into a SIPP from another provider. When it comes to selecting a Provider and Operator of the SIPP, we can be relatively flexible with who you choose, so please contact us to find out more.

Trusts and Charities

We have close to 20 years of experience managing trusts and charitable trusts.

As part of our Personal Discretionary Service, we cater for individuals or organisations who require a tax efficient investment solution, whether that’s for estate planning purposes, charity funds or endowments.

We can support trustees to develop a bespoke portfolio that aligns with their investment policy, helping to secure a long-term legacy.