GLOSSARY

Bed and ISA

IN PLAIN ENGLISH

Selling an investment outside an ISA and buying it back inside one.

WHERE YOU MEET IT

Recorded in the app as a sale and a new buy on the holding.

WATCH OUT FOR

The sale is a disposal for Capital Gains Tax, and you're out of the market until the rebuy.

EXPLAINED IN

Bed and ISA — what the process involves

Educational content only. It is not personal financial advice.