workplace ISA.

what can a Workplace ISA do for your company?

ISAs are tax-efficient investment vehicles and a great way of providing an attractive benefit for employees within a flexible benefits package. They give employers a flexible, effort-free solution to offering employees a savings option as part of their benefits.
John has a maturing SAYE scheme and used his Workplace ISA to mitigate his capital gains tax liability.

The Workplace ISA can:

  • accept transfer of shares from your company share schemes
  • allow the purchase of your company shares from cash contributions
  • enable employees to sell company shares within the ISA and buy alternative investments

This is a Stocks and Shares ISA and is available :

  • Face-to-face advice where we manage portfolios on a discretionary basis
  • Online, where employees self select their investments and are thus non-advised

At JPMorgan INVEST we provide a consistent investment approach which allows tailored portfolios to be set up which meet your employee’s needs.

 
 

benefits for employers.

Offering a Workplace ISA will benefit your company as it provides:

  • Enhanced benefits packages. As the ISA can accept transfer of shares you can easily provide a combined benefits package that links company share schemes with the ISA for added tax efficiency.
  • Little company involvement. The Workplace ISA usually only involves the employer agreeing to make this available to their employees. JPMorgan INVEST also takes full regulatory responsibility for all aspects of advice to individuals and investment management.
  • Cost-savings. There is no charge for simply making the Workplace ISA available to employees.