ISAs

THE VALUE OF INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

FOR ISA’S INVESTORS DO NOT PAY ANY PERSONAL TAX ON INCOME OR GAINS, BUT ISAs DO PAY UNRECOVERABLE TAX ON INCOME FROM STOCKS AND SHARES RECEIVED BY THE ISA MANAGERS.

TAX TREATMENT VARIES ACCORDING TO INDIVIDUAL CIRCUMSTANCES AND IS SUBJECT TO CHANGE.

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PDB Wealth Partners Limited is an appointed representative of Finli (G&P) Ltd which is authorised and regulated by the Financial Conduct Authority. Finli (G&P) Ltd is entered on the Financial Services Register under reference 142752. PDB Wealth Partners Limited is registered in England and Wales.  Registration Number: 11151651. Registered Address: C/O Freeths Llp Routeco Office Park, Davy Avenue, Knowlhill, Milton Keynes, England, MK5 8HJ.

 

The guidance and/or information contained within the website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.