How to invest

ISAs - Invest through an ISA and you’ve nothing further to declare to the tax man. You can currently invest up to £7,200^* per tax year in one of our ISAs. They are designed to shelter your investment from capital gains tax – but please note, ISAs won’t shield your investment from inheritance tax when you die.

ISA top up - If you have an existing Aberdeen Investment Trust ISA for the current tax year, you can add more funds to your account, up to current limits of £7200^*.

ISA Transfers - You can transfer any of your existing ISAs and invest in our range of Investment Trusts without losing any of the tax advantages.

Share Plan - Like any plc, you can buy investment trust shares through a stockbroker of your choice. But our Share Plan aims to make the process even easier, letting you invest lump sums or monthly amounts easily and at low-cost.

Investment Plan for Children - Aberdeen's low cost and flexible plan, allows you to save monthly from as little as £30 per month or invest a lump sum of £150 or more.

Share Exchange – We can sell your existing shares in other UK quoted companies on your behalf and invest the proceeds into the investment trusts of your choice through your Share Plan or ISA.

You can also buy shares directly through a stockbroker or financial adviser. Contact your adviser for more information. Some online brokers allow you to carry out the trade yourself for a small fee. If you have larger lump sums to invest, you should consider speaking to a private client stockbroker who can manage your entire portfolio of shares and will advise you on your investments.

^* On 6 October 2009, the ISA subscription limit increased to £10,200 for anyone eligible to invest who was born on or before 5 April 1960 (i.e. who will be aged 50 or over during the current tax year). This higher limit will apply to all eligible ISA investors from 6 April 2010.