Individual Saving Accounts (ISAs)
Principal’s Portfolio ISA has been specifically designed for portfolio clients or investors who have built up a substantial portfolio of ISAs over the years, or for clients who wish to migrate funds from their taxable holdings each year to take advantage of this tax-efficient wrapper.
At present Principal only offers a Stocks and Shares ISA. To read more information on this, please download our ISA brochure.
White List ISA
Principal's White List identifies the top performing UK equity income funds, to make your investment selection decisions easier.
The Income Study, produced bi-annually, uses an analysis technique refined over many years to monitor the performance of all UK equity income funds.
The top funds constitute the White List, which forms the basis for our investment recommendations.
Capital Gains Tax (CGT) management
CGT management is provided as part of our service and, where applicable, we seek to make use of clients' CGT allowances each year when managing their portfolios.
Downloads
We provide six monthly reporting, detailing all transactions undertaken, plus an annual tax booklet for all taxable portfolios to aid the completion of HMRC’s self assessment form.
