Innovative Finance ISA (IFISA)

This is a new investment opportunity that enables you to access the capital growth of the property market.
 
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Innovative Finance ISA

The United Kingdom offers four primary categories of Individual Savings Accounts (ISAs): Cash ISA, Stocks and Shares ISA, Innovative Finance ISA (IFISA), and Lifetime ISA. The IFISA is a unique investment account that enables investors to hold bonds, loan notes, peer-to-peer loans, and debentures while enjoying tax-free returns, similar to other ISA types.

Every adult residing in the UK is entitled to invest up to £20,000 (as of the 2022/23 tax year) in an ISA annually without being subject to taxation. This limit is known as the annual ISA allowance. Individuals have the flexibility to allocate this allowance across various ISA types based on their preferences and investment goals.

Main Reasons to Invest:

  • Tax-Free Interest: Earnings are exempt from income tax, benefiting all taxpayers, especially those in higher brackets.
  • Returns: Fixed interest rates provide stable and predictable income.
  • Diversification: Helps in reducing overall investment risk.
  • Capital Protection: Principal amount is typically safeguarded.
  • Ease of Access: Widely available and easy to manage.
  • Compound Interest: Reinvesting interest can enhance returns.
  • Regulated: Offers security and peace of mind.
  • Long-term Suitability: Ideal for long-term financial goals like retirement saving.
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ISA Eligible Bonds​

Investment Particulars

SSAS Approved

All of the ISA's we introduce come with SSAS Approval.

Tax Benefits

Multiple personal and company tax relief options, one major tax benefit is the exception from Capital Gains Tax (CGT).

Transferable

All ISA's are now easily transferable.

An investment with our product providers are created with security and transparency in mind, offering you the confidence you need when making an investment.

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  • Testimonials

What Our Clients Say

Oakmount - a true class act!! It's always a very straightforward process dealing with Glenn and his team. I have had the privilege to work with Oakmount on numerous projects. This is always a pleasure from inception to the finishing line!
Vaughan
10 Dec 2023
It is almost 4 years since I first contacted Glenn. At the time I was somewhat nervous as a result of a previous bad experience. I need not have been. From the outset Glenn was very thorough in assessing my needs, patient in his explanations, and never pressuring me. I was impressed by the investment on offer and by his guidance and, since my initial investment, both my wife and I have made further regular investments, so pleased have we been with every aspect of our relationship. Any query has been promptly answered and he has always been prepared to go beyond expectations to help. Glenn is both personable and trustworthy and we look forward to a continuing relationship. I have no reservations in recommending Glenn.
Graham Watson
11 October 2023
It’s always reassuring to read honest appraisals of someone’s experience with an investment firm. My time with Oakmount has been extremely fruitful so far and educational. The hand holding approach of Glenn King has seen me improve my portfolio with balanced educated decisions and calculated positions. Thankfully there is always someone I can call if I have a question and I feel adequately protected and reassured that my finances are in good hands and that Mr King is always steering me in the right direction
John Tolmie
13 Jan 2024
I have found Oakmount and Partners extremely responsive, professional and very attentive. Glenn's knowledge and complete understanding of the investment opportunities is informative, and backed up by a very impressive track record. I would have no hesitation in recommending Glenn and Oakmount and Partners.
Eddie Notley
16 Dec 2023
Glen has been extremely helpful and professional throughout my experience in dealing with him. Taking time to explain investments in detail. Keeping in regular contact with updates and information. Always friendly, polite and nothing to much trouble. My overall experience has been excellent and I would highly recommend Glenn’s services. Looking forward to doing continued business in the future. Many thanks.
Tacy F.
31 Mar 2023
I've had the privilege of partnering with Oakmount and Partners over the last 7 months for my investment journey, and it has been nothing short of a great experience. From their dedication to preserving and growing my capital to the innovative investment solutions they have introduced me to, they've consistently delivered excellent service. What truly sets Oakmount apart is their commitment to ethical investing and sustainability. Their focus on green hydrogen and clean energy aligns perfectly with my own values. It's not just about money and profits; it's about making a sustainable and positive impact. The team at Oakmount and Glen in particular are knowledgeable, professional, and always available to answer my questions. They've provided me with a level of confidence and security that's invaluable to me. I can only highly recommend Oakmount and Partners to anyone seeking a trusted partner for wealth creation and responsible investing. They've certainly exceeded my expectations, and I'm excited to continue the journey together.
M Bailey
13 Jan 2024

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A HNW Investor has an annual income in excess of £100K or. have net assets in excess of £250K beyond your pension fund assets and your private residence.
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