Bed & ISA: It’s a simple trick to help savers shield their investments from tax before tax year end – but you need to act fast
Press contacts
Alice Haine, Personal Finance Analyst
07823455291 / 020 7131 4026
alice.haine@bestinvest.co.uk
Jason Hollands, Managing Director
020 3818 6664 / 07768 661382
Jason.Hollands@bestinvest.co.uk
Bestinvest is an award-winning, digital investment platform and coaching service for people who choose to make their own investment decisions but with the support of tools, insights and qualified professionals. It offers access to thousands of funds, investment trusts, ETFs and shares through a range of account types, including an Individual Savings Account, a Junior ISA for children, a Self-Invested Personal Pension and General Investment Account.
Alongside providing investors access to an extensive choice of investments, Bestinvest also offers a wide range of ready-made portfolios for people seeking a managed approach that suits their risk profile, saving them the need to select and monitor their funds themselves. These include a highly competitively priced ‘Smart’ range that invests through low-cost passive funds, as well as an ‘Expert’ range that invests with ‘best-of-breed' managers.
Bestinvest provides investors with a unique range of new features to help people better manage their long-term savings, including free investment coaching from qualified financial planners, low-cost fixed fee advice packages and advanced tools to help people plan goals and monitor progress towards achieving them.
Bestinvest is part of Evelyn Partners, the UK’s leading integrated wealth management group providing both financial planning and investment management. Evelyn Partners was created by the merger of Tilney and Smith & Williamson in 2020 and is trusted with the management of £68.6 billion of assets (as of 31 December 2025) by its clients, who are private investors, family trusts, entrepreneurs, charities, financial advisers and other professional intermediaries. Bestinvest is a trading name of Evelyn Partners Investment Management Services Limited, which is authorised and regulated by the Financial Conduct Authority.
On 9 February 2026 it was announced that Evelyn Partners is to be acquired by NatWest Group Plc. The transaction is subject to regulatory approval and is expected to complete in the summer of 2026.
