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ISA Information

Everything you need to know about Individual Savings Accounts, the different types available, and how the Innovative Finance ISA can help you earn tax-free returns on property bonds.

What is an ISA?

An Individual Savings Account (ISA) is a tax-efficient savings and investment wrapper available to UK residents. Any returns earned within an ISA -- whether interest, dividends, or capital gains -- are completely free from UK income tax and capital gains tax. For the 2025/26 tax year, the annual ISA allowance is £20,000, which can be split across different ISA types.

Types of ISA

There are four main types of ISA available to UK investors. Each has different features, benefits, and rules.

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Cash ISA

A Cash ISA works like a standard savings account but with the benefit of tax-free interest. It is the simplest and most accessible form of ISA, offered by most banks and building societies.

  • check_circle Tax-free interest on savings
  • check_circle Capital is typically protected by FSCS (up to £85,000)
  • check_circle Low risk, but typically lower returns
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Stocks & Shares ISA

A Stocks and Shares ISA allows you to invest in a wide range of assets including equities, funds, bonds, and investment trusts. Returns are free from income tax and capital gains tax.

  • check_circle Tax-free dividends and capital gains
  • check_circle Wide range of investment options
  • check_circle Capital at risk; value can go down as well as up
Smart Legals IFISA
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Innovative Finance ISA (IFISA)

Introduced in 2016, the IFISA allows you to hold peer-to-peer loans and certain debt securities (including property bonds) within a tax-free ISA wrapper. This is the ISA type used for Smart Legals bonds.

  • check_circle Tax-free interest on property bonds
  • check_circle Higher potential returns than Cash ISAs
  • check_circle Capital at risk; not FSCS protected
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Lifetime ISA (LISA)

Available to those aged 18-39, the Lifetime ISA is designed to help you save for your first home or retirement. The government adds a 25% bonus on contributions up to £4,000 per year.

  • check_circle 25% government bonus (up to £1,000/year)
  • check_circle For first home purchase or retirement (age 60+)
  • check_circle 25% penalty for early non-qualifying withdrawals

ISA Annual Allowance

For the 2025/26 tax year, every UK resident aged 18 or over (16 for Cash ISAs) has an annual ISA allowance of £20,000. This is the maximum total amount you can pay into ISAs each tax year (6 April to 5 April).

You can split your £20,000 allowance across the different ISA types however you wish, as long as the total does not exceed the annual limit. For example, you could put £10,000 into a Cash ISA and £10,000 into an IFISA.

Important

Your ISA allowance resets at the start of each new tax year. Any unused allowance cannot be carried forward to the following year -- if you do not use it, you lose it.

2025/26 Allowance Breakdown

account_balance Total ISA Allowance
£20,000
savings Cash ISA
Up to £20,000
candlestick_chart Stocks & Shares ISA
Up to £20,000
real_estate_agent Innovative Finance ISA
Up to £20,000
house Lifetime ISA
Up to £4,000

The total across all ISA types must not exceed £20,000 per tax year.

ISA Comparison

Compare the key features of each ISA type to find the right option for your investment goals.

Feature Cash ISA Stocks & Shares IFISA Lifetime ISA
Tax-Free Returns check_circle check_circle check_circle check_circle
Annual Allowance £20,000 £20,000 £20,000 £4,000
Typical Returns 1-5% Variable Up to 10% Variable + 25% bonus
FSCS Protected check_circle Partial cancel check_circle
Capital at Risk cancel check_circle check_circle Depends
Fixed Returns Some cancel check_circle Some
Property Backed cancel Indirect check_circle cancel
Minimum Age 16 18 18 18-39

How the Smart Legals IFISA Works

Investing through our IFISA is simple and allows you to earn tax-free returns on property bonds.

1

Open Your IFISA

Register on our platform and open your Innovative Finance ISA account online in minutes.

2

Choose Your Bond

Select from our available property bonds, choosing the term and interest option that suits you.

3

Fund Your ISA

Transfer your funds via bank transfer. Up to £20,000 per tax year can be invested tax-free.

4

Earn Tax-Free

All interest earned within your IFISA is completely free from UK income tax and capital gains tax.

IFISA Benefits for Property Bond Investors

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100% Tax-Free Interest

All interest earned on your property bonds is completely free from income tax.

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Higher Net Returns

By eliminating the tax burden, your effective returns are significantly higher than taxed investments.

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No Tax Returns to File

ISA income does not need to be declared on your self-assessment tax return.

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Property-Backed Security

Your IFISA investment is secured against UK property assets through a regulated security trustee.

Open Your IFISA Today

Make the most of your annual ISA allowance and start earning tax-free returns on property bonds with a Smart Legals Innovative Finance ISA.