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Investor guides

See Terms of use.

IMA produces a range of literature to help you understand more about saving and investing.

Please note that to the best of our knowledge these guides are correct at the stated dates of publication.

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    Saving and investing in ISAs

    ISAs allow you to save and invest money tax-free. Find out what types of ISA are available, how much you can invest in them and the tax benefits. (10 April 2012)

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    Using funds to get an income

    This guide describes the different types of investment fund that can be used to get a regular income. (15 March 2011)

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    Ethical investing in funds

    You can express your ethical views even when it comes to investing your money. Read more about how ethical funds work and how to choose one. (15 March 2011)

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    Monthly savings

    A monthly savings plan is an affordable way to invest and grow your money in an investment fund and can get you into the savings habit. (22 December 2011)

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    Investment funds and income tax

    This fact sheet is currently being updated with information for the new tax year.
    If you invest in a fund and have to pay tax on income received, you'll need to fill in a tax return form. This guide shows you how to complete the relevant sections. (20 April 2011)

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    Investing in offshore funds

    Investing in an offshore fund provides opportunities to diversify your investment portfolio. But it's important to be aware of how they differ from UK funds. (December 2011)

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