This is the process whereby investments are sold within a Dealing account, the cash transferred to an ISA and the investments bought back within the ISA wrapper. Individuals may choose to Bed & ISA when they want to put existing investments into an ISA. To complete a Bed & ISA contact our Customer Experience Centre team on: 0345 0700 720
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Risk Warning
The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance.
Selftrade does not provide investment advice. If you are in any doubt as to the risk or suitability of an investment or product you should seek advice from an independent financial adviser.
The extent and value of any ISA tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change.
The extent and value of any SIPP tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change. If your options change regarding an employer's pension scheme you may wish to review your financial situation. Once in a pension your money is only accessible, in general, from age 55.