Existing Ethical Stocks and Shares ISA account holders
If you already invest in the Triodos Ethical Stocks & Shares ISA you can add to your investment by way of a top up. The minimum top up amount is £500, however if you are purchasing for the first time the initial investment amount is £1,000.
If you would like to top up your holding in the Triodos Ethical Stocks & Shares ISA please ensure you have read the most up to date Prospectus and Key Investor Information Document. If you are unsure if investing is right for you, you should seek independent financial advice.
Moving into a Triodos Ethical Stocks and Shares ISA
You are able to utilise your ISA allowance by 'wrapping' your existing SRI funds in our Ethical Stocks & Shares ISA. Within the Ethical Stocks & Shares ISA you benefit from no further tax on income and no capital gains tax. To wrap your existing holding in an ISA it must be sold and repurchased. We do not charge for the sale or repurchase, and we waive the initial charge when purchasing your holdings back. However, you must adhere to the minimum investment levels as detailed above.
Please note, when selling your holding outside of the ISA wrapper you will realise a capital gain or loss. Most people have a capital gains allowance of £11,100 (for the 2016/17 tax year), below which there is no charge on gains. If you happen to make a capital loss this can be used to offset future capital gains.
If you would like to wrap your holding in the Ethical Stocks & Shares ISA please download and print off the Ethical Stocks & Shares ISA Top Up form.