CapitalRise’s mission is to disrupt the old way of investing in property and give investors easy and direct access to real estate investments of the finest quality, which aim to generate attractive returns of 8-12% per year.
CapitalRise IFISA Overview
The IFISA allows savers to invest a minimum of £1,000 and up to £20,000 each tax year in residential property, targeting tax-free returns between 8-12% per annum.
How to open an IFISA account?
Sign up to become an account holder on their site, then go to the ISA page and choose to open an ISA. You will need to fill out a short application form and your ISA will be opened immediately once the form is completed and accepted. There are two options for funding your IFISA with CapitalRise. The first is using this year’s allowance to invest up to £20,000. The second is to transfer funds from your existing ISAs to CapitalRise. There is no limit to the amount you can transfer and CapitalRise will fully manage the process for you.
Are there any IFISA fees?
A CapitalRise IFISA is quick, simple and free to set up online or transfer in. However, if transferring out to another provider there is a fee of £35. In the event of bankruptcy or death of an investor there are additional fees which are detailed in the ISA terms and conditions. These fees are to cover the administration costs associated with these events.
Tax-free returns through the CapitalRise ISA are between 8-12% per annum. The exact expected percentage returns will depend on each specific investment opportunity.
*NB: Projected Annualised Return
*This figure has been provided by the partner platform and not by OFF3R. It has been calculated as a projected annualised net return taking in to account platform fees and charges but before any tax is paid by the investor. We present an annualised figure regardless of term for comparison purposes only.
Risk Warning: Past performance and forecasts are not reliable indicators of future results. Tax treatment of any of the investment offers will depend on the individual circumstances of each investor and may be subject to change in the future. If you are unsure about any aspect of the information provided by the company, you should seek advice from an independent financial adviser. Do not invest more than you can afford to lose. Investing in start-ups and early stage businesses involves risks, including illiquidity, lack of dividends, loss of investment and dilution, and it should be done only as part of a diversified portfolio. Investing in start-ups may expose the individual concerned to a significant risk of losing all of the money or other assets invested.