Investing Tax Efficiently

We offer a number of tax-efficient wrappers to help you achieve a more efficient, or even tax-free return on your investments.

Invest in a Stocks and Shares ISA

Although investments should be considered long term, a Stocks and Shares ISA provides flexibilty, allowing you to save regularly, or invest a lump sum.

Tax efficient

You will not pay capital gains tax on any profits, dividends from any shares or income earned on bonds.

Annual allowance

You can save up to £20,000 in an ISA this tax year, either as a lump sum or regular payments.

Consolidate your ISAs

Manage your money effectively by transfering existing cash or Stocks & Shares ISAs from other providers into your EFG Harris Allday account.

Junior Stocks and Shares ISAs

A Junior Stocks and Shares ISA provides similar benefits, allowing you to start saving early for your child. Invest up to £9,000 tax-free in a JISA this tax year, either as a lump sum or with regular payments.

Find out more about Junior Stocks and Shares ISAs

Managing money within your pension wrapper

We offer investment management and dealing services that can be utilised with a number of SIPP providers. We do not give pension advice or provide pensions in-house.

Insights and updates

Keep up to date on our latest market insights, and find out more about our company updates in our news page.

Find out more

Market insights 20 September 2023

European Central Bank signals end to rate hikes, lifting markets

Mixed economic data out of the US led to a volatile week on Wall Street. August’s producer price index logged its biggest monthly gain since June 2022, however, core prices came in line with expectations.

Research Team

2 min read

Company news 20 September 2023

Why Art Matters in Britain’s Second City

EFG Harris Allday look forward to hosting the next Professional Network event at the Colley Ison Gallery in Birmingham.

Hayley Spendlove

3 min read

Market insights 15 September 2023

Apple drags down S&P 500 and Nasdaq performance

In the US, better-than-expected economic data pushed Treasury yields higher. The ISM’s Services Purchasing Managers’ Index unexpectedly rose to a six-month high of 54.5 in August, while the weekly jobless claims figure dropped to its lowest level since February.

Research Team

2 min read

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EFG Harris Allday
33 Great Charles Street - Birmingham B3 3JN
0121 233 1222