How to Invest
Our ISA/Unit Trust investment solutions aim to provide a number of advantages for your clients, including expert asset allocation, fund manager selection and risk management through diversification. For those clients investing outside of an ISA, our Unit Trust solutions offer tax efficiency as internal fund transactions do not incur a Capital Gains Tax liability.
T. Bailey in Partnership with Professional Advisers
As a professional adviser, you can invest your clients directly with T. Bailey (i.e., not through a platform) including general investments, ISAs and Junior ISAs.
Alternatively, our funds are available on the major investment platforms, although your clients will incur platform fees.