We’d like to remind Forumites to please avoid political debate on the Forum.
This is to keep it a safe and useful space for MoneySaving discussions. Threads that are – or become – political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.
📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!
Transfering to ISA wrapper
Rupert51
Posts: 2 Newbie
Do you have to sell unit trust investments & then repurchase to move to an ISA wrapper?
0
Comments
-
I want to put some unit trust shares into an ISA wrapper - can I just move them or do I have to sell them first and then repurchase. Obviously I would loose money doing this - so is it worth the effort?0
-
You shouldn't lose much money. Just go via a discount broker that will wipe away most or all of the initial costs. Hargreaves Lansdown is probably the most recommended such broker.I am a Chartered Financial Planner
Anything I say on the forum is for discussion purposes only and should not be construed as personal financial advice. It is vitally important to do your own research before acting on information gathered from any users on this forum.0
This discussion has been closed.
Confirm your email address to Create Threads and Reply
Categories
- All Categories
- 355.6K Banking & Borrowing
- 254.8K Reduce Debt & Boost Income
- 456.1K Spending & Discounts
- 248.2K Work, Benefits & Business
- 605.7K Mortgages, Homes & Bills
- 179K Life & Family
- 263.5K Travel & Transport
- 1.5M Hobbies & Leisure
- 16.1K Discuss & Feedback
- 37.7K Read-Only Boards