Premier Portfolios: Can I make a yearly Individual Savings Account (ISA) subscription?
For clients invested in the Premier Portfolio Management Service only.
You can make a contribution to your ISA as one lump sump, as a regular contribution or as a Bed and ISA (where you sell the holdings in your general investment account and use the cash to subscribe into the ISA) up to the maximum allowance for a Stocks and Shares ISA in any given tax year.
Subject to maintaining the minimum account and portfolio holding levels, you can choose to sign-up to a rolling ISA subscription (Bed and ISA) when you make your initial investment application. This will be automatically raised from your general investment account of your selected portfolio each tax year.