RE: Bed & Isa9 Jul 2022 09:32
Rg , more info
You can use investments from your HL Fund and Share Account to open or top up an ISA or SIPP. This is sometimes called a Bed and ISA or Bed and SIPP. You can’t directly move investments into these accounts, they need to be sold and repurchased.
We’re currently working on a new, digital process which will make it easier for you to do this. We aim to make it available in the new tax year.
But for now, you can sell investments in your Fund and Share Account online and then separately move the money to your ISA or SIPP. You can then reinvest the cash.