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ISA/Unit Trust Question.
Roland_Flagg
Posts: 1,256 Forumite
I recently sold some of my L&G portfolio (onlineips.co.uk).
I now only have four funds with them (First State & Jupiter funds),
totally around £7k.
Half of which is a Mini ISA, and the other half
in the Investment Fund (Unit Trust?).
Should I be moving as much as possible from the Investment Fund
over to the Mini ISA?
I have not taken any ISA allowance for this year so far.
I now only have four funds with them (First State & Jupiter funds),
totally around £7k.
Half of which is a Mini ISA, and the other half
in the Investment Fund (Unit Trust?).
Should I be moving as much as possible from the Investment Fund
over to the Mini ISA?
I have not taken any ISA allowance for this year so far.
0
Comments
-
Should I be moving as much as possible from the Investment Fund
over to the Mini ISA?
If you are not going to utilise the outstanding £10,680 ISA allowance for this tax year then it makes sense to bed&ISA.I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.0
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