Can I make additional lump sum investments in the ISA?
Yes. You may make additional lump sum investments at any time, subject to the minimum additional amount of £250 per trust (and the maximum annual ISA subscription limits). You can do this through our Online Management Service or by sending a letter together with a cheque made payable to ‘BGSM Client Account’. Your instruction should state that the investment is for your ISA, include your client account number and indicate the trust(s) in which the investment is to be made. If you have transferred an ISA for the current tax year to Baillie Gifford, you may top up your ISA, subject to the investment limits and eligibility requirements set out in the Key Features section within the Application Pack.
