In this section
ISA and Investment Account
Here you’ll find a range of materials available including guides to help with client discussions. We’ve also detailed the Bed and ISA process and gave some pointers for calculating capital gains on Investment Accounts.
The Bed and ISA facility offers the ability to move client investments from an Investment Account into an ISA up to the current maximum ISA allowance.
Fully completed applications must be received by 9pm on 28 March 2024.
Bed and ISA for sole to sole account is an online process through the client summary screen. Once you have you client in context, select the Actions menu and Bed and ISA.