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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 where you can specify what units to sell and then repurchase.

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.