If you have used your full ISA allowance each year you might find you have accumulated a significant sum of money. You may also have ISAs or other investments that may have lost their appeal or are not managed under a coherent investment strategy.
Holding a diverse range of investments across your ISA portfolio might also involve unnecessary time and cost which we can help you avoid.
By pulling all your holdings together into a Rathbones ISA portfolio, your investment manager can manage those funds under a single strategy and ensure you are making the best use of your annual ISA allowance. We will also look at your ISA in the context of your overall investment approach to make sure it is being managed to meet your individual circumstances and requirements.
The Rathbones Junior ISA offers a simple, tax-free way to save for your child’s or grandchild’s future, provided that you have parental responsibility for an eligible child.
Our Junior ISA is available to clients that already have a main portfolio with Rathbones. In order to meet the criteria for this service, children must be under 18 years of age, resident in the UK and must not hold a Child Trust Fund.
Tax and trust services