Montague Pitman Stockbrokers

ISAs &PEPs

With Montague Pitman you can deal in a broad range of ISA-eligible investments and benefit from our pro-active equity trading service in the convenience of a tax efficient wrapper.

Currently ISAs allow clients to invest up £7,200 each year without the worry of capital gains tax and tax relief on dividend payments.

Invest in ISAs & PEPs:

• Protect up to £7,200 of your proceeds in a maxi ISA
• The overall maximum ISA allowance for the over 50s has increased to £10,200 for the 2009/10 tax year. However, this is not available until 6th October 2009. If you are over 50 you can use your £7,200 allowance now and top up with the extra £3,000
• For everyone else the increased allowance will not come into affect until April 6th 2010
• Subscribe a minimum of £500 up to a maximum of £7,200
• Pay in as often as you like - up to your annual £7,200 limit. And if you need to withdraw funds you can do so at any time.
• Simple transfer procedure from your current provider
• Tax efficient wrapper for your investments
• Benefit from our pro-active active advisory service
• Competitive commission rates

Our rates are competitive with a simple £ 50 per annum administration fee and no further management charges. Our standard dealing charges then apply when buying and selling within your ISA.

We cannot advise you on tax so if in doubt you should seek your own independent advice.