ISAs at John Lewis Investments
What are the benefits of a John Lewis Investments ISA?
A John Lewis Investments ISA is more than just a tax-efficient way of investing. You also get all the benefits of John Lewis Investments's service. This means:
- You can set up a portfolio in under 10 minutes
- We do all the hard work — building, managing, and regularly rebalancing your portfolio to help keep it on track with your goals
- You can always see where you're invested, how your investments are performing and exactly how much you're paying
- You can get started with as little as £500
Create as many pots as you like, all within the ISA wrapper
When you set up an ISA with John Lewis Investments you can create a dedicated pot for each of your investment goals – from paying for your children's education to buying a first home. Any contributions you make to these pots will count towards your annual ISA allowance. Any contributions over the £20,000 allowance will be assigned to a general investment account.
We aim to manage your investments tax-efficiently
When you make a withdrawal from your account, we'll first sell any investments that are not in your ISA. This means that you won't lose a portion of your ISA allowance unnecessarily.
We help you avoid paying too much into your ISA — even if you hold a Cash ISA elsewhere
When you set up a stocks and shares ISA with John Lewis Investments, we'll ask you if you hold a Cash ISA elsewhere, which helps make sure that you don't pay too much into your John Lewis Investments ISA.
As with all investing, your capital is at risk. The value of your portfolio with John Lewis Investments can go down as well as up and you may get back less than you invest. A stocks and shares ISA may not be right for everyone and tax rules may change in the future. If you are unsure if an ISA is the right choice for you, please seek financial advice.