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TU ISA
The aims of the TU Individual Savings Account
The TU Individual Savings Account (ISA) is designed to allow individuals to invest in the unit trusts managed by TU Fund Managers (TUFM) on a tax efficient basis.
As well as paying no tax on the capital growth, you will be helping good causes by investing in TU unit trusts, thus helping others as well as helping yourself.
ISAs are a government created investment vehicle designed to allow individual investors to invest in cash and/or stocks and shares on tax advantageous terms.
ISA investment rules
Overall annual investment limit of £10,680
Any cash invested in previous year's ISAs can be transferred into a new Stocks and Shares ISA, in addition to that year's contribution limit
From 6th April 2011
Aged 16+, you can invest up to £5,340 in a Cash ISA
Aged 18+, your annual investment limit is £10,680 of which up to £5,340 can be invested in a Cash ISA, the balance can be invested in a Stocks and Shares ISA.
TU Fund Managers only offers the ISA option. Transfers in from other ISA Account Managers are very welcome.
The choice of trust is yours subject to a minimum lump sum investment of £1,000. Regular Savers must invest at least £50 per month. You may cash in all or part of your investment at any time.
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