Aberdeen Standard Share Plan
Investment Trust Share Plan.
How to invest - ISA
ISA
ISAs are designed to encourage more of us to save and invest by limiting the amount of tax that can be taken off our investment. We are pleased to be able to offer an ISA so you can keep more of your investment returns – rather than seeing them being taken in tax.
You can choose to invest your Stocks and Shares ISA allowance of £20,000 for the 2020/21 tax year in our Investment Trusts ISA. Invest monthly from only £100 or invest a lump sum from £1,000.
The tax benefits relating to ISA investments may not be maintained.
Investors should review the relevant Key Information Document (KID) available in the company literature section prior to making an investment decision.
The Aberdeen Standard Investment Trusts ISA offers:
- Minimum monthly investment - £100
- Minimum lump sum investment - £1000
- Low annual charge of £24 (plus VAT) per annum, regardless of how many Aberdeen Standard Investment Trusts you hold in your ISA
- £15 exit fee per sale + VAT
ISA Transfer
Our ISA Transfer enables you to transfer your existing ISAs into our selection of Aberdeen Standard Investment Trusts. The range of Trusts we offer is wide, with something to suit all types of investor.
In any given investment climate, it is important that you regularly review your investment portfolio.
Investors own many ISAs that they opened over the years; even if you don’t put new money into them, you can still transfer them between managers, ensuring that your investments are working hard for you.
The tax benefits relating to ISA investments may not be maintained.
Questions to consider when you are looking to transfer your ISA:
- Is your existing ISA performing well?
- Are you happy with the type of companies or areas of the world that you originally invested in?
- Are you comfortable with the charges you are paying to your existing manager or managers?
If the answer is No to any of the above, it may be time to consider transferring your ISA.
ISA Top-up
If you have an existing Investment Trusts ISA with us for the current tax year and have not invested your full allowance then use our top up form and return it to us.
You can choose to invest your Stocks and Shares ISA allowance of £20,000 for the 2020/21 tax year in our Investment Trust ISA.
The tax benefits relating to ISA investments may not be maintained.
Investors should review the relevant Key Information Document (KID) available in the company literature section prior to making an investment decision.
Invest online
You can use our secure online services to invest in an Aberdeen Standard Investment Trusts ISA or Share Plan.
Note to overseas online investors
Please note that only UK residents are able to invest online. Overseas investors are asked to complete the offline application form available for download.
Investor helpline
Although we can't offer financial advice, our Investor Helpline is here to answer any questions. If you need personalised guidance, we strongly advise that you speak to a qualified financial adviser.
Due to issues caused by the global situation with COVID-19, we may take longer than usual to answer phone calls. Please bear with us and accept our apologies for any inconvenience. If you have a general query which does not require the use of your personal information, please e-mail us at inv.trusts@aberdeenstandard.com. Alternatively, to message us securely and manage your account online, please click here.
Investor helpline
0808 500 0040
Open Monday to Friday 9am - 5pm