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, BMO have an investment plan that could suit you.
Our Investment Plans make it easy to invest in our range of funds from as little as £25 per month or £100 by lump sum, with no dealing charges for online transactions. You have the flexibility to stop and start contributions when you want. All of our plans allow you to invest into the same funds. All you have to do is decide which of our plans is right for you.
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 great way for long-term investors to benefit from the potential of the stock market. Offers flexible investment options with no annual limit.
For those aged 18-39, a Lifetime ISA could help towards purchasing your first home up to £450,000 or retirement in later life. Benefit from tax-efficient savings as well as a government bonus.
A popular alternative to the Child Trust Fund offering simple tax-efficient investments. The money is held until the child’s 18th birthday.
An affordable way to invest in the global stock market for the child in your life. Offers flexibility to gift money at any time.
A tax-efficient investment account created to help you save a nest egg for the child in your life. You can transfer your existing CTF to us.
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.
Search ‘BMO UK‘ on the App Store or Google Play Store to give you access to all of the below from your mobile or tablet:
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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.
