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How much do you need in an ISA to target a £9,999 second income that rises every year?

Harvey Jones shows how it’s possible to generate a second income entirely free of tax, by investing in a spread of top dividend-paying UK stocks.

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Generating a second income on top of your main one isn’t just a dream. It can be done by purchasing a spread of FTSE 100 and FTSE 250 shares inside a Stocks and Shares ISA.

These won’t just generate share price growth, but dividend income on top. Given that most companies aim to increase shareholder payouts every year, that income should rise steadily over time.

Should you buy Imperial Brands Plc shares today?

Before you decide, please take a moment to review this report first. Despite ongoing uncertainties from US tariffs to global conflicts, Mark Rogers and his team believe many UK shares still trade at substantial discounts, offering savvy investors plenty of potential opportunities to learn about.

That’s why this could be an ideal time to secure this valuable research – Mark’s analysts have scoured the markets to reveal 5 of his favourite long-term ‘Buys’. Please, don’t make any big decisions before seeing them.

So how much money would an investor need to generate a passive income of £9,999 a year purely from dividends, leaving the capital untouched?

That works out at £833 a month. It’s not enough to retire on, but it would be a handy top-up for the State Pension and other pension savings. Especially because dividends earned inside an ISA are entirely free of tax. Your portfolio target depends on the dividend yield the underlying investments produce.

  • At a 4% yield, an investor would need £249,975 invested.
  • At a 5% yield, the required ISA pot falls to £199,980.
  • At a 6% yield, it falls to just £166,650.

Please note that tax treatment depends on the individual circumstances of each client and may be subject to change in future. The content in this article is provided for information purposes only. It is not intended to be, neither does it constitute, any form of tax advice. Readers are responsible for carrying out their own due diligence and for obtaining professional advice before making any investment decisions.

How much do you need to invest each month?

Those numbers may look intimidating, but building wealth is a long-term process. Let’s say an investor tucked away £200 a month and got an average annual return of 9.64%, with dividends reinvested. That’s the average return on a Stocks and Shares ISA over the last decade, according to Unbiased.

After 30 years, they’d have £404,395. Which smashes all of the targets I’ve set above. Of course, share price growth and dividend income is never guaranteed. Markets fall as well as rise, and inflation means future income won’t buy as much as it does today. That’s why I’d look to increase my contributions over time. When investing, time is your biggest friend, so the key is to get started as soon as possible.

One FTSE 100 stock investors might consider for income is Imperial Brands (LSE:IMB). It has built an impressive reputation as one of the FTSE 100’s strongest dividend payers, increasing shareholder payouts every year this millennium, aside from Covid-stricken 2020.

Today, the shares offer a trailing yield of around 5.75%. City forecasts suggest this could rise to 6.05% over the next year and 6.36% in 2027.

The Imperial Brands share price is up around 75% over five years, although it’s been broadly flat over the last 12 months. After a strong run, a period of consolidation is hardly surprising. The shares don’t look too expensive today. Imperial Brands currently trades on a price-to-earnings ratio of around 10.2.

There are risks. Imperial Brands still depends heavily on traditional tobacco sales, and cigarette consumption continues to decline globally. The company is investing in alternatives such as vaping and nicotine products, but these areas are competitive and may not fully replace lost cigarette revenue.

Is Imperial Brands worth considering?

There’s also the ethical issue. Some investors simply won’t want to own tobacco companies. The sector also constantly remains at the mercy of regulatory assaults and class action lawsuits. Yet for investors comfortable with the risks, Imperial Brands could be worth considering as part of a diversified ISA portfolio.

Should you invest £5,000 in Imperial Brands Plc right now?

When investing expert Mark Rogers and his team have a stock tip, it can pay to listen. After all, the flagship Twelfth Magpie Share Advisor newsletter he has run for nearly a decade has provided thousands of paying members with top stock recommendations from the UK and US markets.

And right now, Mark thinks there are 6 standout stocks that investors should consider buying. Want to see if Imperial Brands Plc made the list?


Harvey Jones does not hold any positions in the companies mentioned.

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