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Give your instruction to sell some of your holdings and transfer directly into your Stocks & Shares ISA, otherwise known as Bed & ISA.
Only shares that have been transferred from an HMRC approved scheme can be directly transferred into an ISA. For other shares, you can do a sale and repurchase (bed and ISA) to move investments to your ISA (subject to the investments being ISA eligible).
We will sell your shares, move the cash into an ISA and buy the shares back at a reduced spread costspread cost The spread is the difference between the buy and the sell price on a stock in one online instruction. The amount of cash moved will count as a subscription to your ISA and the sale may be subject to Capital Gains Tax.
Please complete a separate form for each stock you want to sell and repurchase.
It is your responsibility to ensure that all conditions are met otherwise we may not be able to process your instruction.
Shares held on certificate will need to be deposited into your Share Dealing Account before we can complete a Sale and Repurchase.
The bed and ISA process only allows sale and repurchase of the same stock. If you want to buy back a different stock in the ISA, you will need to sell your shares, request us to move the cash into your ISA, and then buy the new shares. The money can only be moved once the original trade has settled
We will sell enough shares to cover your available ISA allowance and the remaining shares will be left in your Share Dealing Account.