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.
Our Model Portfolio options are available for those advisers looking to invest through Standard Life Wrap and Transact and provide a range of inflation targeted portfolios.
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) for ISAs, Junior ISAs and Unit Trusts.
Alternatively, our funds are available on the major investment platforms, although your clients will incur platform fees.
Our model portfolios are available through Standard Life Wrap and Transact. Please contact us if you would like access.