Can I save with T. Bailey in an ISA?

Yes, you can invest up to £20,000 this tax year into the T. Bailey Dynamic fund using your ISA allowance.

An ISA is simply a tax wrapper that you are able to hold your investment within. Every adult in the UK is allowed to contribute up to £20,000 in the current tax year and hold this within their ISA allowance. This money can then grow tax free – there is no capital gains or income tax to pay when you sell.

The ISA allowance resets every year in April and you then get another year’s allowance. If you don’t use your whole allowance in a year, you lose the unused portion (i.e. it is not rolled over to the next tax year). Setting it up is easy, just fill in your details on the form and we set everything up for you.

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