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ISAs
Specifically designed for our portfolio management clients, the Principal Portfolio ISA enables you to take advantage of your ISA allowance each year whilst having all your past ISA assets professionally managed alongside your taxable portfolio.
The Portfolio ISA is available for new cash subscriptions and transfers of past ISAs, including former PEPs.
ISA and PEP Rule Changes
The rules concerning ISAs and PEPs changed on 6 April 2008. For a summary of the new rules, click here.
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