Reduce how much tax clients pay
An ISA is a great way of legally reducing how much tax your clients pay. How? Well, with our stocks and shares ISA they won’t pay tax on the return they get from your their investment. They’ll need to be a UK resident over 18 to open one, and they can invest up to £20,000 for each tax year.
Saving for something special
Is your client unhappy with their cash ISA interest rate or maybe they want to reduce the risk by transferring from an existing higher risk stocks & shares ISA elsewhere. Our Ethical ISA could be the perfect alternative and they will be investing in a fund that aims to make a difference to society and the environment.
The investment grows through the regular bonuses that are added every year and they’ll start to earn bonuses from day one. They might also get a final bonus when they cash the ISA in or make a withdrawal. The level of bonus can change each year and is not guaranteed.
Your clients can start their Healthy Investment ISA today, with just a single investment of £500 or a regular monthly investment of £25.
A truly ethical investment - no investments directly in companies in the alcohol, tobacco and arms industries and gambling and pornography providers.
There’s a wide range of ways that you can collect the fees you’ve agreed with your client - we can either do it before making the investment, when initial and regular investments are made, or on annual basis - whatever is best for you and your clients.
Transfer cash ISAs and stocks and shares ISAs from elsewhere to our ISA, without affecting their annual ISA allowance. The Healthy Investment ISA is a real valuable alternative to cash ISAs.
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Available to any UK resident over the age of 18, invest for the future without paying any tax on the return the ISA makes.
You might consider this ISA if your client already has savings in a bank or building society and are now looking to put some money into an investment that has some risk but the potential for higher returns.
Invest up to £20,000 (2023/24 tax year) by adding a monthly amount (£25 minimum) or a single investment (£500 minimum). Once open additional one off top ups from just £25 can be made,
If they have an ISA with another provider this can be transferred into a Healthy Investment stocks and shares ISA without affecting their current ISA year’s allowance.
You should see this ISA as a medium to long-term investment.
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Working in partnership
Recommending and submitting business to Healthy Investment is easy. There are a number of options and all of our products can facilitate the payment of your fees.
All of the financial advisers we work with have their own dedicated Healthy Investment Business Development Executive.