An ISA (Individual Savings Account) is a savings account available to UK residents on which the return is tax-free and which need not be declared on the investor’s tax return. All income (dividends and interest) and all capital gains within the account are free of tax. For the current year, 6 April 2025 to 5 April 2026 the overall investment limit is £20,000.
Important note: Please note that the Fundsmith Sustainable Equity Fund became the Fundsmith Stewardship Fund on 24th March 2025. Any references to the former name should be understood as referring to the new name.
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