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Open or Transfer an ISA

Opening an Account with Alliance Trust Savings is simple.

Important information

Please remember the value of your investments and any income from them can go down as well as up and you may get back less than the amount you originally invested.

All investments carry an element of risk which may differ significantly. If you are unsure as to the suitability of any particular investment or product, you should seek professional financial advice.

Tax rules may change in the future and taxation will depend on your personal circumstances.

Related documents

Visit our dedicated ISA literature page.

Three easy steps to open an ISA

  1. Use our savings calculator to work out how much to pay in.

  2. Go to the investing hub to research your investment choices.

  3. Apply online now.

IMPORTANT! Read the ISA Key Facts and our Charges Guide for all the details and before you make up your mind if our ISA is right for you. You might also want to read our ISA section.

Apply now

Why transfer your ISAs to ATS?

  • Potential savings for you in the charges you pay with our low cost, flat fees approach

  • No transfer in fee, and no minimum transfer value

  • 24/7 access to manage your ISA online

  • Just one statement and valuation covering all of your ISA savings

  • Over 4,000 investments to choose from

  • We accept transfers from Cash ISAs and Stocks & Shares ISAs
find out more

Important information

If you are transferring an ISA, you should bear in mind that your current ISA manager may charge you to transfer your ISA and you should assess any charges you will incur before instructing the transfer.

There may be a period where your ISA is not invested and when you might not benefit from any increase in the markets. Also not all of your existing funds may be available on the Alliance Trust Savings Platform.

Transferring is easy too

  1. Once you’ve opened your ATS ISA, print, complete and sign a Transfer Form for each ISA provider you want to transfer from (we need your physical signature to make all the arrangements). Call us if you’d like us to send you the forms.

  2. Send your completed and signed forms to: Client Service Team, PO Box 164, 8 West Marketgait, Dundee, DD1 9YP.

  3. Sit back. We’ll do the rest.

The flat fees difference

Should you pay more for your ISA because your fund has grown or you have paid more money in? We don’t think so.

Below are some examples of the difference our £10 a month flat fees can make compared to charges based on the value of your investments, and you can see that the larger your ISA pot, the more you stand to benefit.

Click here to see how our £10 monthly flat fee compares with a competitor who charges based on the value of your investments.You can see the larger your ISA pot, the more you stand to benefit holding your ISA with Alliance Trust Savings. For a full list of charges, read our Charges Guide.


Unfamiliar with some of the terms? Our glossary might help.

go to the glossary

Charges shown are valid from 1 February 2017. For details of our current charges read our charges guide.

Fast and efficient

We’ve invested in technology to make transfers as fast and efficient as possible. Some are more complicated and take a little longer, but if your existing provider has invested too we can get everything organised in a matter of days.

Know your limits

You can save up to £20,000 into an ISA in the 2017/18 tax year. This can be split between a Cash ISA, an Innovative Finance ISA and a Stocks & Shares ISA if you want.

Maxed out your ISA limit?

If you’ve already invested £20,000 this tax year, consider our Investment Dealing Account to invest more in the markets in a timely and cost efficient way.

Alliance Trust Savings Limited is a subsidiary of Alliance Trust PLC and is registered in Scotland No. SC 98767, registered office, PO Box 164, 8 West Marketgait, Dundee DD1 9YP; is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, firm reference number 116115. Alliance Trust Savings gives no financial or investment advice.