Terms & Conditions
Last updated: 12th October 2026.
By using this website, you agree to these Terms and Conditions. If you do not agree, please do not use the website.
ISAPlan provides calculators and general information relating to Individual Savings Accounts (ISAs). All content and calculations are provided for general information and illustrative purposes only and do not constitute financial advice.
While we aim to keep information accurate and up to date, we make no warranties regarding completeness, accuracy, or suitability. Use of calculators and information is at your own risk.
ISAPlan does not provide regulated financial services and does not recommend specific products or providers.
This website may include links to third-party websites. We are not responsible for the content, availability, or practices of external sites.
Content on this website is owned by or licensed to ISAPlan and may not be copied, reproduced, or redistributed without permission, except for personal, non-commercial use.
Who sells the planner
The Advanced ISA Planner is sold by ISAPlan, a trading name of Marble Cage Limited.
- Trading name
- ISAPlan
- Registered company
- Marble Cage Limited
- Registered in
- England and Wales
- Company number
- 17529115
- Registered office
- 82, Suite A James Carter Road, Mildenhall, IP28 7DE
- hello@isaplan.co.uk
The Advanced ISA Planner
The Advanced ISA Planner is a paid digital product. It is bought once, for £14.99. There is no subscription and no renewal charge.
After payment, we email you a private link. The planner opens from that link. You do not need to create an account or sign in.
The planner is for your own personal use. The private link must not be shared with anyone else or resold.
Payment is taken by Stripe. We do not see or keep your card details. Access starts when we email your private link, which we do after your payment is confirmed.
Before you pay, you are asked to tick a box on the payment page, which is hosted by Stripe. It says: “I ask for access to the Advanced ISA Planner to start immediately after payment, when my private link is emailed to me, before the 14-day cancellation period ends. I understand that I lose my 14-day right to cancel once access has started. Refunds are not normally available after that, unless required by law. I have read the terms and conditions. See our refund policy.” If you do not tick the box, the payment cannot be made. Refunds and cancellations are dealt with under our Refund & Cancellation Policy.
We may withdraw access to the planner (so that your private link stops working) if your payment is refunded in full or if the payment is disputed with your bank or card provider (a chargeback).
The planner, like the rest of the website, provides general information and illustrations only. It does not give financial advice and does not recommend any product, provider or course of action. We may update the planner's features from time to time.
Changes and governing law
We may update these Terms and Conditions at any time. Continued use of the website constitutes acceptance of any changes.
These Terms and Conditions are governed by the laws of England and Wales.
If you have questions about these Terms, please contact us via the Contact page.