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What is a Bed & ISA?

A Bed & ISA is a transaction that moves money from your Investment Account to your ISA.

A sale of units is made from your Investment Account and a repurchase of units made into your ISA. To process your request, you will need to complete a Bed and ISA Form.

You will be out of the market for up to four working days, and it counts as a taxable event for Capital Gains Tax (CGT) purposes.