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What are the conditions I have to meet to open a Stocks & Shares ISA?

To be eligible for a Stocks & Shares ISA, you must:

  • Be aged 18 or over
  • Be a resident in the UK, or a crown servant (e.g. diplomatic or overseas civil service) or a spouse or civil partner if you do not live in the UK; and
  • Not be a United States person or citizen (see below for more information).
  • An individual is a relevant united states person or citizen if they are:
  • A citizen or resident of the United States;
  • An individual born in the United States, Puerto Rico, Guam or the US Virgin Islands;
  • An individual who has a parent who is a US citizen;
  • A former alien who has been naturalised as a US citizen;
  • A person that meets the substantial presence test; or
    Any other person that is not a United States foreign person.

If you are not a UK resident, you can still be eligible if you are a crown employee, or your spouse or civil partner is.

Our team are always on hand to answer any questions you may have when investing with True Potential Wealth Management. Find out more about our Stocks & Shares ISAs here.

With investing your capital is at risk. Investments can fluctuate in value, and you may get back less than you invest. ISA eligibility applies.

If you need more information or have any further question, and you are not already a client with True Potential, you can speak to our friendly team on 0191 625 0350 available 7am-8pm weekdays.

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