Start this financial year investing with NFU Mutual
With the new tax year here, you can now start using your ISA allowances for 2024/25.
You’ll be able to invest up to £20,000 for ISAs and up to £9,000 into a Junior ISA for each eligible child. And, the sooner you do, the more potential you’ll have, as any growth is free of UK Income Tax and Capital Gains Tax.
Explore our ISA products
A Stocks and Shares ISA is a great way to invest for the mid to long-term, ideally five or more years. They also have tax benefits, as any growth is free from UK Income Tax and Capital Gains Tax.
- We have a range of funds to suit various risk appetites, that give you the choice to leave the decision making to us or take a more active approach yourself.
- You can start investing from as little as £50 per month and/or a lump sum of £1,000.
- You have the flexibility to increase regular payments or make withdrawals when you like.
- Ability to track the performance of our Select ISA products through our My Investments online platform.
- We also offer our Shrewd Savings Plan ISA, which invests in our With-Profits Fund, which aims to smooth out some of the peaks and troughs of investment returns.
Important things to remember
Please remember the value of investments can rise or fall, and you may get back less than invested.
The value of tax benefits depends on individual circumstances and may change in the future.
NFU Mutual Financial Advisers advise on NFU Mutual products and selected products from specialist providers. When you get in touch, we’ll explain the advice services we offer and our charges.
Financial advice is provided by NFU Mutual Select Investments Ltd.
Invest in an ISA
If you’d like to invest in an ISA, you can do it online, or call our team on 0808 303 7345, and they’ll do it for you over the phone or will be able to book you an appointment with one of our Financial Advisers, should you want advice.
What's new for 2024/25?
You can now open and pay into multiple Stocks and Shares and Cash ISAs in the same tax year. This has replaced previous rules that only allowed you to put money into just one of each type of ISA per tax year.
You are now able to transfer part of your account balance from one ISA provider to another, no matter when the money was paid in. Previously, you had to transfer your entire ISA of that type from the current tax year or nothing at all.
Looking for financial advice?
If you’re not sure how to put your financial plan in place, one of our NFU Mutual Financial Advisers can help. They'll be able to recommend products that are right for you based upon your personal circumstances. You can book an appointment with an NFU Mutual Financial Adviser by either calling: 0800 622 323 or requesting a call back.