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Your guide to Junior ISAs | Trustnet Skip to the content

Your guide to Junior ISAs

27 July 2011

With the Government putting the finishing touches to the JISA, FE Trustnet investigates how to make the most of the new vehicle.

By Lora Coventry,

Senior Reporter, FE Trustnet

Fund managers and industry bodies have welcomed the Government’s announcement today that the Junior ISA limit has been upped to £3,600.

JISAs replace the now defunct Child Trust Fund (CTF), with the key difference being that the Government won’t make any contribution to the new accounts. Other characteristics worth noting include:

JISA pros:
  • The limit of £3,600 is significantly higher than the £1,200 CTF limit, and the amount is expected to rise in line with CPI.
  • There are no capital gains tax or inheritance tax implications with a JISA. Contributions are tax-free for children, donors and parents. 
  • Unlike with the CTF, multiple people can pay in to the JISA.
  • Unlike bare trusts, all income is tax-free.
JISA cons:
  • The money is locked away until the child is 18, so in an emergency the money is ring-fenced.
  • Only the child can access the fund, and there is no control when they get the cash.
  • Investors are tied to one provider for cash, and one for stocks and shares.A range of fund houses have announced their intention to provide a Junior ISA, including Witan and JP Morgan Asset Management.
"Our calculations show that 18 years of investing £3,600 every year, with 5 per cent return per annum, would mean a savings pot worth over £100,000 by the time the child turns 18 – a substantial nest egg," said Roger Thompson, JPM’s head of UK business.

Investment trust body the AIC pointed out that £50 per month into the average investment company over the same time-frame would have grown into £23,645.

The group said: "Investment companies are an ideal way to save for children. With strong long-term performance, the freedom to gear to enhance returns, and a closed-ended structure to help managers take a long-term view of the market, investment companies are an ideal way to access the long-term potential of the stock market."

JISAs will be available to children under 18 and resident in the UK who were born on or after 3 January 2011, or born before September 2002, when eligibility for CTFs started.

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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.