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Junior Individual Savings Accounts (JISAs)

Junior Individual Savings Accounts (JISAs) are tax efficient savings schemes in two separate components, Stocks and Shares (SAS) and Cash Account. We offer a Stocks and Shares JISA that also allows you to hold cash as part of your investment strategy. Investments in a JISA are free of capital gains tax.

Key features include:

  • low administration fee
  • minimum commission only £10
  • optional Dividend Re-Investment Plan “DRIP” 
  • statements and valuations on-line
  • free transfers from other managers*
  • execution only plans with maximum flexibility
  • managed option also available
  • quarterly ISA & PEPTalk with investment guidance

*ask us about a contribution towards your current managers exit fees

Your JISA Questions Answered

Managed Discretionary JISA

Can I open a JISA this year?


Charges at a Glance

How to open a JISA

JISA Application Forms

JISA Brochure and Application Form

JISA Transfer Form

JISA Direct Debit Form

CTF to JISA Transfer Form 

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Important Notice: The value of investments can fall and you may get back less than you invested. Past performance is not a reliable indicator of future returns. There is no guarantee that the tax efficient nature of any investment product mentioned within this website will remain. Investments may not be suitable for everybody and potential investors are recommended to seek independent advice before investing.