Established in 1994 and based in London, Slater Investments is an investment management company focusing on running segregated mandates for corporate clients and high net worth individuals.
Stocks and Shares ISA
Slater Investments’ Stocks and Shares ISA is a tax-efficient plan that helps you save for your future over the medium to long-term. Watch the value of your investment grow, free from income and capital gains tax. With this ISA you can invest in funds, shares or bonds without paying any capital gains tax on profits or tax on dividend income. Currently you can save up to a maximum of £20,000 each tax year.
Stocks and Shares Junior ISA
Shard Capital’s Stocks and Shares Junior ISA operates in much the same way. It is a tax-free investment for children under the age of 18, with returns free from Capital Gains Tax and dividends sheltered from higher rate tax. It allows parents or guardians with parental responsibility to plan for a child’s future; they maintain control of the Junior ISA until the child reaches 18, but as soon as a subscription has been made, the money becomes the child’s. The maximum allocation into this ISA is £9,000 with many investment opportunities available. Child Trust Funds are transferable into a JISA.
Other Services
Slater Investments offer a range of investment opportunities for corporate clients and high net worth individuals, including growth funds, pensions and Environmental, Social and Governance (ESG) investments.
Slater Investments Reviews and Ratings
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Pros
- A range of investment opportunities for corporate clients and high net worth individuals
- Save up to a maximum of £20,000 each tax year
- Fast easy online signup
- A decent library of downloadable support guides
- A clear, easy to understand website
Cons
- Stocks and Shares ISAs only
- Other ISA products not offered
- Bias towards corporate clients and high net worth individuals
- Limited product information and detail available online
Website: Slater Investments