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Choose a portfolio that feels right for you. Let our experts do the hard work. Check your growth or withdraw your money whenever you like.

i-Stock is a non-advised service which allows individuals to open free of charge investment accounts via our app.​​

We currently have the option to open an Individual Savings Account (ISA) and/or a General Investment Account (GIA)​.

ISA

An Individual Savings Account is a type of tax-efficient savings or investment account available to UK residents. The main advantage is that any interest or capital gains earned within the account are not subject to income or capital gains tax, allowing individuals to keep more of their savings or investment returns. There are different types of ISAs available, including cash ISAs and stocks and shares ISAs, each with their own rules and restrictions on contributions and withdrawals. Overall, ISAs provide a flexible and tax-efficient way for individuals to save or invest for their future financial goals.

GIA

A General Investment Account allows individuals to invest in a wide range of financial products, such as stocks, shares, bonds, and funds, without the tax advantages of an ISA or pension. Unlike an ISA, there are no limits on how much can be invested in a GIA, and withdrawals can be made at any time without penalty. However, any income or capital gains earned within the account may be subject to income tax and capital gains tax. GIAs can be a useful option for individuals who have already maxed out their annual ISA allowance or who are looking for more flexibility in their investment strategy.

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Access some of the funds contained within the Tavistock Asset Management investment offering. ​​

Latest Insights

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By Tavistock | June 19, 2024

The surging cost of retirement

According to the Pensions and Lifetime Savings Association (PLSA)1, a ‘moderate’ standard of living that includes £55 per week on groceries, a two-week all-inclusive holiday, £10 a week on takeaways and £100 a month to take others out for a meal, could cost a single person £31,300 a year, which is £8,000 more than last year. For couples, £43,100 a year is required to live at this standard.

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By Tavistock | June 13, 2024

New Pension Tax Framework

Discover the key changes to the UK’s pension tax framework that came into effect 6 April 2024 and how they impact your retirement planning.

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By Tavistock | June 6, 2024

Wealth Transfer Gains Momentum

Recently published research suggests the long-heralded ‘great wealth transfer’ is now firmly underway, which inevitably heightens the need for carefully considered intergenerational financial planning as assets continue to flow down the generations.

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