INVEST
SAVE
ACCUMULATE
The benefits of a Swan ISA…
If you have been thinking about investing into an ISA with a higher rate of interest, a Swan ISA could suit you.
Invest up to £20,000 in the 2018/2019 tax year and you’ll benefit from tax savings on any returns.
Receive a potential fixed interest rate of 6.25% per year, for three years from investment.
You can invest your full annual ISA allowance of £20,000.
Transfer any or all of your existing ISAs.
Open your Swan ISA with as little as £5,000.
Potential tax free returns on income your investment earns.
Low set up costs and just a low yearly charge of 0.35%.
Tax treatment depends on the individual circumstances of each investor and may be subject to change in the future.
This is a higher risk investment and your capital may be at risk.
In 4 simple steps you can start earning tax free interest with your Swan ISA
Open a Swan ISA Account
Contribute cash or transfer selected existing ISAs into your Swan ISA Account
Receive a potential 6.25% interest per annum, where the interest can be compounded over the 3 year term of the bond or be taken on a regular basis
Track the performance of your Swan ISA through your online login which will be provided by your ISA Manager once your transfers are completed
LINKS
LEGAL
When referring to "The Swan ISA", we are referencing a regulated bond issued by Swan Real Estate PLC which is available within an ISA wrapper. Swan Real Estate PLC is registered in Scotland, company number SC525416. Its registered office address is 19 Elmbank Street, Glasgow, Scotland, G2 4PB.
A copy of the Swan ISA Investment Memorandum can be obtained from Alfred Henry Corporate Finance Limited whose registered office address is Finsgate, 5-7 Cranwood Street, London, EC1V 9EE. A copy of the Swan ISA Investment Memorandum can also be found on this site.
Please be aware when investing that your capital is at risk and the value of your investment can go down as well as up. You may get back less than you invested. If you are not sure about investing, seek independent advice.