Invest through an ISA

You can invest in the Quality Shares Portfolio through a Stocks and Shares ISA. You can subscribe new money or transfer ISAs from previous years. 

The rules that govern your investment will be the same as those that apply to Stocks & Shares ISAs in general.

  • You have the same allowance – £20,000 this tax year
  • Once invested, any growth and UK income should be tax free
  • Importantly, you remain in control of your money: you can make withdrawals or take the whole pot in cash if you need

Any money you contribute or transfer will be wholly invested in the Quality Shares Portfolio, which invests in equities with only a small amount of cash for liquidity and fees, so it should be considered high risk and held for the long term. Tax rules can change and benefits depend on circumstances. 

Important: The information on this website is for experienced investors. It is not a personal recommendation to invest. If you’re unsure, please seek advice.

ISAs – your questions answered

How much can I subscribe?

What are the tax benefits?

When and how can I make withdrawals?

Where will my ISA be invested?

What are the charges?

What types of ISA can I transfer?

Does transferring my existing ISA into Quality Shares Portfolio count as opening a new one?

How does an ISA transfer work?

What happens to my ISA when I die?

Read more:

Wealth Club aims to make it easier for experienced investors to find information on – and apply for – investments. You should base your investment decision on the offer documents and ensure you have read and fully understand them before investing. The information on this webpage is a marketing communication. It is not advice or a personal or research recommendation to buy any of the investments mentioned, nor does it include any opinion as to the present or future value or price of these investments. It does not satisfy legal requirements promoting investment research independence and is thus not subject to prohibitions on dealing ahead of its dissemination. 

The details

Discretionary Share Portfolio
Minimum investment
Initial charge
Annual custody charge
Annual management charge
Next deadline
6 Dec 2023 (5pm)
Last updated: 24 October 2023