Tax rules can change and their effect on you will depend on your individual circumstances. This means you're moving money from a taxed account to a more tax-efficient account. A flexible, straightforward account with no limits on the amount you can invest. Of course, the opposite could happen too, The spread on the buy/sell will impact the number of shares we will buy back in your Investment ISA. Bed and ISA is a term that refers to the process of taking existing shares you already hold, and placing them into an ISA. However, with a lifetime ISA you can only pay in up to £4,000 in each tax year, and they are only available for individuals under the age of 40. Get started by setting financial goals. 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. Registered in England. More about Bed and ISA While the name ‘Bed and ISA’ might seem like an obscure expression, the idea is simple – you sell investments that you’re holding outside an ISA and then buy the same investments back within your ISA. Registered in England. BED & ISA INSTRUCTION – For completion with a financial adviser GIVING US YOUR INSTRUCTIONS • By post:send this form to Old Mutual Wealth, Old Mutual House, Portland Terrace, Southampton SO14 7AY. Unsure what to search for? If you’re new to investing, knowing where to start can be a daunting task. As the process is a sale and repurchase, you should be aware that there may be a difference in price between the two as a result of two factors: As a result, you’re likely to have slightly fewer shares or units in your ISA than you held originally. 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. If investments are held outside an ISA, the Dividend Allowance means that individuals receive their first £2,000 in dividends tax-free, but any dividends above this amount will be charged at 7.5% for basic rate taxpayers, 32.5% for higher rate taxpayers and 38.1% for additional rate taxpayers. Once in a pension your money is only accessible, in general, from age 55. To place a Bed and ISA order, just click on the ‘Bed and ISA’ button. What order types would I be able to use for trading? The extent and value of any ISA tax advantages or benefits will vary according to the individual's circumstances.

I have a Ready-made ISA/Junior ISA. How would I be able to pay money into my account on the ii platform? Allied Minds rebuffs short-sellers > Issue: 14 Apr 2016 - Page 38 | Contents. Once you’re confident your finances are in order, you need to start planning your investments. Would there still be a ‘Bed and ISA’ service?
Every UK resident gets an ISA allowance, which dictates how much you can put into your ISA each tax year. Transferring assets could create a hefty tax bill and extra fund charges. This is particularly important to keep in mind when near the tax year end deadline of 5 April – remember to get your instructions to us in plenty of time.

This website can help you make informed investment decisions, not give personalised advice. You’ll find it by selecting ‘Overview’ once you’ve logged into your account. Once your transfer is complete, you can enjoy all the benefits of tax-efficient investing with us.

EQI does not provide investment advice. To complete a Bed & ISA contact our Customer Experience Centre on 0345 0700 720. What is Bed and ISA?


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