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Press Releases

22 Feb 2010
Baillie Gifford launches new Trust Online website
17 Feb 2010
Baillie Gifford launches UK literary festival sponsorships
03 Feb 2010
Tom Slater has been appointed as Deputy Manager of Scottish Mortgage Investment Trust

ISAs

The Baillie Gifford Investment Trust ISA allows you to invest in the stock market through all eight of the investment trusts we manage. Please remember that the value of your investment and any income from it is not guaranteed and may go down as well as up and you may not get back the amount originally invested.

Summary of Features

ISA

Tax-efficient investment*
No set-up charge**
Flat rate annual management charge of £32.50 + VAT
Lump sum investment from £2,000 up to a
maximum of £7,200 each year
Save monthly from £100

ISA TRANSFER

Transfer existing ISAs from other plan managers
Consolidate your plans into a managed global investment
Minimum transfer value of £2,000

* Current tax rates and reliefs and the tax treatment of ISAs may change. The value of any tax benefits will depend on investors' individual circumstances.

**Other charges include the dealing price spread, and stamp duty costs of 0.5% on purchases. The investment trusts also incur costs in managing and administering their portfolios (including dealing costs).

ISA Deadline Fast Approaching!

With the end of the tax year rapidly approaching, you will need to act quickly if you want to make the most of your ISA allowance for 2009/10.

If you would like to post us your ISA application for this tax year, it needs to reach us no later than Wednesday 31 March.

Alternatively, if you would like to apply online, visit our Online Management Service where you have until 10pm on Wednesday 31 March 2010 to invest.

Changes to ISA subscription limits

You can currently invest up to £7,200 per tax year in a Stocks & Shares ISA (£3,600 for Cash ISAs), but for people aged 50 or over on or before 5 April 2010, from 6 October 2009 the limit increased to £10,200 (£5,100 for Cash ISAs).

For all other investors the new limits will apply from 6 April 2010.

£10 Amazon Voucher Offer

This year Baillie Gifford is running a special ISA offer from the 1 March to 30 April where all new and existing investors making a new ISA investment will receive a £10 Amazon Gift Certificate.

Find out more in the investment trust application pack below, or you can download the terms and conditions here.

How can I invest?

	The investment trust application pack contains all the information and application forms you need to invest.* Download or order your copy today.
	Baillie Gifford's Online Management Service (OMS) is a secure service that enables you to apply for, open and administer a Baillie Gifford Investment Trust Share Plan or Investment Trust ISA online. Apply online today.