Skip to main content
Search

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.

As an experienced ISA provider, we’re trusted by over 270,000 ISA customers (as at 31 March 2024).

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.

Trusted by over 270,000 ISA customers

as at 31 March 2023

Quick and easy online Bed and ISA process

New flexi ISA functionality

Our Junior ISA

On our platform technology, your clients can now 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.

Next steps

Need more information?

Find out more about our ISA and Junior ISA by getting in touch with your Quilter consultant.

Contact your sales consultant

Key ISA documents

View key features and terms of the ISA, as well as support material and guides on the document library.

Visit the document library