No matter your goals, we have a plan that fits your needs.
Building an investment portfolio can help you realise your long-term financial goals – whether you want a nest egg for retirement, repay a mortgage early, cover university costs for your children, or even travel the world.
The value of your investments and any income from them can go down as well as up and you may not get back the original amount invested. Tax allowances and the benefits of tax-efficient accounts are subject to change and tax treatment depends upon your individual circumstances.
A popular, tax-efficient way to invest. There’s no tax to pay on any income you earn, and you can create an investment portfolio that’s right for you.
A popular alternative to the Child Trust Fund offering simple tax-efficient investments. The money is held until the child’s 18th birthday.
A great way for long-term investors to benefit from the potential of the stock market. Offers flexible investment options with no annual limit.
*Formerly Private Investor Plan
An affordable way to invest in the global stock market for the child in your life. Offers flexibility to gift money at any time.
*Formerly Children’s Investment Plan
A tax-efficient investment account created to help you save a nest egg for the child in your life. You can transfer your CTF to us or switch to a Junior ISA.
*New CTF accounts cannot be opened
We’ve been managing money for 150 years for a wide range of customers and we know that peace of mind is important to you and your family, so we’ve designed a range of investment plans with the aim of fulfilling varying investment objectives and attitudes to risk.
With over 20 offices in 14 countries around the world, our people can combine global and local knowledge to help you achieve your investment goals.
We’re delighted to have won the ‘Best Children’s Investment Provider’ for the 8th year in a row, as nominated by the readers of What Investment magazine.
We’re excited to announce the launch of our brand new app. Click here to download the app or search ‘BMO UK‘ on the Apple App Store to give you access to all of the below from your mobile or tablet:
Please note, further upgrades will be coming to the app and it will be available on the Google Play Store soon.
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Frequently Asked Questions
This section of the website is directed at persons who are located in the UK. Please read our full terms and conditions and the relevant Key Information Documents (“KID”) before proceeding with any investment product referred to on this website. Nothing on this website is, or is intended to be, advice to buy or sell any investments. If you are at all unsure whether an investment product will meet your individual needs, please seek advice.