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.

Remember you can choose to invest your Stocks and Shares ISA allowance of £7,200^* a year in our Investment Trust ISA. The minimum top up is £250 per trust.

Next Steps

Once you’ve decided how much money you wish to top-up either on your own or with your adviser, you should follow the simple steps below:

Step 1. Choose the investment trust or trusts that meet your objectives in terms of income, capital growth or a combination of the two.

Step 2. Complete the relevant application form and return it to us by post.

^* From 6 October 2009, the ISA subscription limit increases to £10,200 (£850 per month) for anyone eligible to invest who was born on or before 5 April 1960 (i.e. who will be aged 50 or over during the current tax year). These higher limits will apply to all eligible ISA investors from 6 April 2010.