26 Lowther Street, Carlisle, CA3 8DA

Junior ISAs

Investments

When you work with SSA we make your money work harder for you. ISAs are a tax efficient method of saving and with a junior ISA, these savings can be put in place for young people up to the age of 18. 

Stan Sherlock Associates

Junior ISAs

It’s never too early to start out on your financial journey and with a junior ISA the saving can start from birth up until the age of 18. Set up by a parent or guardian on behalf of the child, anyone can pay into a junior ISA but only the child can take the money out, after they turn 18!

With a yearly allowance of up to £9,000 invested in cash or put into other investment classes such as shares, a junior ISA could be an ideal way to begin investing in your child’s future.

An ISA is a medium to long term investment, which aims to increase the value of the money you invest for growth or income or both. The value of your investments and any income from them can fall as well as rise. You may not get back the amount you invested.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and charges which cannot be foreseen.

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FAQ

Junior ISA Questions

Take a look at the frequently asked questions we receive from our valued clients and find the information you’re looking for.

Tax efficiency, tax efficiency, tax efficiency!

A junior ISA is a tax efficient way of saving long term for your child's future.

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Stan Sherlock Associates Junior ISA Service

Why Work With Us?

We are a client first service. You and your family are at the centre of all our advice and your planning. As a family business when you trust us with your money you become one of our own and we will work with you to make your money work harder for you. It’s a privilege for us to help you write your financial story.

Based in Cumbria, but with clients across the UK, we have been in business for 35 years. This is testament to our return clients and the generations of families we help achieve financial freedom.

Stocks and Shares ISAs

Stocks and Shares ISAs are one tax efficient method of saving that might play a crucial part in your financial plan.

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Disclaimer: The information on this website is for use of residents of the United Kingdom only. No representations are made as to whether the information is applicable or available in any other country which may have access to it.

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Company Information

Registered Address: 26 Lowther Street, Carlisle, Cumbria, CA3 8DA

Company Number: 05718865

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Stan Sherlock Associates Limited is an appointed representative of the Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the financial conduct authority.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

YOUR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Most buy to let mortgages are not regulated by the financial conduct authority. 

Approved by The Openwork Partnership on 16/12/2024

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