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ISA and Junior ISA

Quilter's ISA

As an experienced ISA provider, we’re trusted by over 260,000 ISA customers (as at 31 March 2023). We offer a stocks and shares ISA with the flexibility to choose contribution and withdrawal dates from 1 – 28 of the month, and the ability to replenish withdrawals within the same tax year. This helps you to have more control and to make the most of your ISA allowance.

Features and benefits of the ISA

  • Access over 2,600 OEICs and unit trusts, and over 800 exchange-traded investments.
  • Open an account with a lump sum of £2,500 or a £99 regular monthly contribution.
  • Contribute up to £20,000 per annum in the 2023/24 tax year.
  • Replenish withdrawals within the same tax year, without impacting your ISA allowance.
  • Link your assets with those of your family members and enjoy a lower effective charge for every person linked.
  • Activate your online Customer Centre account to get access to performance analysis and other key features, including online withdrawals.
  • Transferring another ISA to us is easy. Plus we’ll reward you by giving you a lower effective charge, the more you have invested with us.

Enjoy lower investment charges for you and your family

Speak to your adviser about how our Family Linking benefit can reduce the cost of investing for you and your family members when you all invest with Quilter.

Trusted by over 260,000 ISA customers

Check your ISA performance and withdraw online

Link your assets with family members

Our Junior ISA

Available through our technology, you can now save tax efficiently for your children or grandchildren through our Junior ISA, as well as via our pension, the Collective Retirement Account. It carries most of the benefits of our standard ISA, plus:

  • Contribute up to £9,000 this tax year.
  • Transferring existing Junior ISAs or Child Trust Funds is easy.
  • Benefit from family linking.
  • Minimum initial investment of £500 or £50 for regular investments.

Next steps

Because we believe in the value of financial advice, all of our products are only available via a financial adviser.

Contact your financial adviser to discuss how this could be the right product for you.

Don't have a financial adviser?

Our 'find an adviser' tool will help locate a suitable expert for your needs.