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Investment trusts for your ISA

Investment trusts can be added to an Individual Savings Account (ISA).

There are two main types of ISA - 'maxi' and 'mini'. ISAs act like wrapping paper, allowing you to invest or save a certain amount without having to share the proceeds with the taxman; there is no capital gains or income tax to be paid on returns - one of the few breaks for taxpayers. The investment options within each type of ISA are stocks and shares, cash and insurance.

A maxi ISA must be arranged with one provider and allows you to stash up to £7,200 in stocks and shares or hold a combination of up to £3,600 cash, up to £1,000 in insurance and the remaining £3,600 in stocks and shares. You can open mini ISAs with different providers with a choice of £3,600 in cash, £3,600 in stocks and shares and £1,000 insurance. The option to invest the lot in stocks and shares does not apply to mini ISAs. The key thing to remember is that you cannot open mini and maxi ISAs in the same tax year (6th April - 5 April).

What are the benefits of investment trusts?

Your money is pooled with other investors money, reducing costs and increasing investment opportunities.

The risk is spread because you are investing in a wide range of shares.

Managers. expertise means your money is invested effectively.

The charges are low so more of your money starts working from the moment you invest.

You can invest small amounts from as little as £25 a month or lump sums of £250.

Combine the benefits of investment trusts and ISAs and you have an effective and tax-efficient way to invest in the stockmarket.

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Investment Trust ISAs		Select
	JPMorgan Asset Management The largest and broadest range of investment trusts in the UK, with 20 trusts and over 130 years’ experience.* An award winning provider, we offer a cost efficient, flexible, effective and innovative way to create a balanced portfolio by investing tax efficiently through our JPMorgan ISA or directly through our Share Plan. Issued and approved by JPMorgan Asset Management Marketing Limited
	The Scottish Mortgage Investment Trust ISA You can invest in Scottish Mortgage through the Baillie Gifford Investment Trust ISA. To find out more order your brochure today. Issued and approved by Baillie Gifford Savings Management Limited
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