ISA platform

Alexland

andy001 wrote: »

So sell all LS funds and buy and transfer to say for example vanguard LS 80 first and then transfer out as single fund to HSD??

Yes if that's the fund you have decided you want to own as it would give you the same asset allocation as your previous idea of holding both VLS60 and 100 (presumably in equal measure?).

Switching funds on a platform is usually a lot quicker than selling down, transfering in cash and buying back in again. Even if CSD charge you £10 that's cheaper than £12 50 to buy back in as an ad-hoc trade on HSD.

Alex

andy001

Hi MSEs

As above, I tried to transfer Funds. Was busy hence got around now to do it. Bit cross with myself ..

Update: CSD has no option to transfer fund units from one to other. It is asking to sell it and put as cash and then buy new one...

Does this affect my ISA allowance for this year ?

Thanks
Andy

ColdIron

No it doesn't

Tom99

If you transfer to Halifax do all the selling before hand because whilst you can buy funds/shares for £2 fee on a few days a month and buy/sell shares/ETF on the £3.95 once a month cheap dealing day you can only sell funds using the standard £12.50 fee.