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ISAs - A guide to tax-efficient investing

An Individual Savings Account (ISA) is a great way to put money aside for the long term - with valuable tax benefits, easy access to your investments and, if you choose our Stocks and Shares ISA - low costs and lots of investment choice.

Download our free guide to find out more, including:
 

  • What an ISA is
  • How funds work and what you can invest in
  • How we can help you choose investments

The value of investments can go down as well as up so you may get back less than you invest. Tax treatment depends on individual circumstances and all tax rules may change in the future.

Fidelity Personal Investing does not give advice based on personal circumstances, so you are responsible for deciding whether an investment is suitable for you. In doing so, please remember that past performance is not necessarily a guide to future performance, the performance of funds is not guaranteed and the value of your investments can go down as well as up, so you may get back less than you invest. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. Before investing into a fund, please read the relevant key information document and ‘Doing Business with Fidelity’, a document that incorporates our Client Terms. If you are investing via the Fidelity SIPP and have not yet received a letter from us confirming you have moved to our new system, you should read the Fidelity SIPP Key Features Document incorporating the Fidelity SIPP Terms and Conditions. You should regularly review your investment objectives and choices and if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser.

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