A tax free payment
Our Junior ISA gives you the chance to talk to your clients about how they’re planning for their child’s financial future - and how you can help ensure that they receive a tax-free cash sum when they turn 18. They can start out with an investment of just £10 and make single or monthly investments, there’s no set period and payments can be changed at any time.
Stocks and shares
A guaranteed return
Wouldn’t it be great to offer your client’s child a guaranteed, tax-free payout when they turn 18? Well, with our Junior ISA that’s what they get - for all investments held over 5 years, we guarantee they will receive all of the money that has been invested, plus all the bonuses that have been added. They may also receive a final bonus. For investments held for less than 5 years at age 18, we make this same promise on the 5th anniversary of every investment.
The Junior ISA is an easy way to grow a cash sum that will be really appreciated when the child turns 18. Your clients can make regular payments, or one off payments - for example when their child gets birthday or Christmas money.
It has been very reassuring dealing with the same team members at Healthy Investment for the past 4 or 5 years. The phone always gets answered when you call and emails are always replied to. Everyone we have dealt with has been very prompt and clear in communication, friendly and professional. It makes a huge change from the majority of… Read more “It has been very reassuring”
Available to any UK resident under the age of 18, who does not have a Child Trust Fund.
Junior ISAs can only be opened by parents or guardians of children under 16, but once open anyone can invest in them for the benefit of the child.
If the child is between 16 and 18 they can open one themselves.
You might consider this Junior ISA if your client already has savings for them in a bank or building society and are now looking to put some money in to an investment that has some risk but the potential for higher returns.
Invest up to £9,000 (2023/24 tax year) by adding a monthly amount or a single investment (both a minimum of £10).
If your client's child has a Junior ISA with another provider the parent of that child can transfer this into a Healthy Investment stocks and shares Junior ISA without affecting their current Junior ISA tax year allowance.
The regisered contact can transfer an existing Child Trust Fund to a Junior ISA.
You should see this Junior ISA as a medium to long term investment.
If there's anything
you don't understand,
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Call Jerrol on 0161 762 5790
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Working in partnership
Recommending and submitting business to Healthy Investment is easy. There are a number of options and all of our products can facilitate the payment of your fees.
All of the financial advisers we work with have their own dedicated Healthy Investment Business Development Executive.