Equity ISA
take advantage of your ISA allowance
The engage equity ISA is provided by engage Mutual Funds Limited (eMFL).
ISAs are a great way of investing your money in a tax efficient way. Find out more about the engage equity ISA by calling us on 0800 028 6248.
ISA update!
From 6th April 2008 ISA and PEPs are changing
From 6th April 2008 the Government will introduce changes to ISAs & PEPs. These changes are designed to simplify the ISA regime and encourage personal savings in the UK.
The changes include:
- Bringing PEPs within the ISA wrapper, this means all Personal Equity Plans (PEPs) will automatically become stocks and shares ISAs
- Removing the Mini/Maxi distinction to simplify ISAs. This means you will be able to invest in two separate ISAs each tax year; a cash ISA and a stocks and shares ISA
- Allowing transfers from cash component of ISAs into stocks and shares component in whole for current tax years and part or whole of previous tax years without affecting your ISA allowance
- ISAs are availble indefinitely? there is no set end date for ISAs!
- From 6th April 2008 each individual will be able to subscribe to a total of £7,200 with up to £3,600 in cash with one provider and the rest into stocks and shares with the same or a different provider.
engage Mutual Assurance is a trading name of Homeowners Friendly Society Limited and its wholly owned subsidiary engage Mutual Funds Limited. Both are authorised and regulated by the Financial Services Authority.