A Junior ISA is suitable for clients who:
- want a long-term tax-free savings account for their child
- are 16 or 17 and want to start saving tax-free for themselves
- are happy to open and manage their account online only
- want to transfer in an existing Junior ISA or Child Trust Fund
A Junior ISA is not for clients who:
- might need access to the money before the child is 18
- prefer to manage their account at a branch or by post
- already have a Child Trust Fund and want to keep it
Before your clients apply to invest, please ask them to read the summary box and the brochure, including the customer agreement (terms and conditions).
FAQs about Junior ISA
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Can an NS&I Junior ISA be held alongside a Child's Trust Fund or other cash Junior ISA?
No, your client will have to transfer in the balance from the Child Trust Fund or other cash Junior ISA.