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, use our top up form and return it to us.

Remember you can choose to invest your ISA allowance of £10,200 a year in our Investment Trust ISA. The minimum top up is £250 per trust.

How to Invest

Once you’ve decided how much money you wish to invest (up to the ISA limit of £10,200) either on your own or with your adviser, complete the relevant top up form and return it to us by post