ISA and Junior ISA

Quilter's ISA

We offer a stocks and shares ISA that provides flexi ISA functionality, a quick and easy online Bed and ISA process and the option to choose regular contribution and withdrawal dates from 1 – 28 of the month.

Your client can have the confidence to invest early in the tax year, knowing they can access funds in the case of emergency.

Features and benefits of the ISA

Replenish withdrawals or adviser fees within the same tax year, without impacting the ISA allowance.
Manage multiple investment strategies within the same account, for different time horizons.
Invest a lump sum of at least £2,500.
Make regular contributions of at least £99 per month or £600 per annum.
Benefit from full income payment date flexibility, including the option to pay distributions straight to your client.

Enjoy a quick and easy online Bed and ISA process, supported by a comprehensive CGT tool.
Receive a simple service charge with family linking available to help reduce cost.
Transfer your client’s ISAs to us easily, with progress updates via our transfer tracker.

Our Junior ISA

On our platform technology, your clients can save tax efficiently for their children or grandchildren through our Junior ISA, as well as via our Collective Retirement Account.

Contribute up to £9,000 this tax year.
Transferring existing Junior ISAs or Child Trust Funds is easy with our transfer tracker.

Benefit from family linking.
Minimum initial investment of £500 or £50 for regular investments.

The below example shows how replenishing adviser fees at the end of the tax year can effectively enhance your client’s annual ISA allowance:

Mr Jones holds an ISA worth £200,000 on Quilter's platform.
He has agreed a 0.5% ongoing adviser servicing fee with his adviser.
Mr Jones has 0.5% deducted from his ISA to cover the fees to his adviser, equating to £1,000 per annum.
Mr Jones can now top up his ISA with an additional £1,000 this tax year, in addition to his usual ISA allowance.

This represents an additional 5% of the annual ISA allowance that Mr Jones can contribute to his ISA, which he would not be able to do if investing into an ISA without flexi ISA functionality.

ISA and Junior ISA

Your details

Quilter's ISA

Features and benefits of the ISA

Our Junior ISA

Why does a Flexi ISA matter?

Useful support material

Next steps

Registered office

Quilter's ISA

Features and benefits of the ISA

Flexi ISA functionality to maximise their allowance

Quick and easy online Bed and ISA process

Easy to transfer in and track online

Our Junior ISA

Why does a Flexi ISA matter?

Useful support material

Next steps

Need more information?

Key ISA documents

Registered office