Transfer to Vanguard

Aminatidi

Could anyone who has transferred an ISA to Vanguard confirm if they can transfer in-specie if you hold LifeStrategy funds on another platform already please?

Seems daft to have to sell and transfer as cash.

I've looked on their website but this isn't clear.

webjaved

Take a look at this: https://www.vanguardinvestor.co.uk/investing-explained/transfer-an-account?cmpgn=PS0319UKPASTR0002&gclid=Cj0KCQiA7OnxBRCNARIsAIW53B8qehzH6Du5L2AHVjMvCyF9QSImgi78SGefITnEumuaMbtB9SrmRQwaAsbEEALw_wcB&gclsrc=aw.ds

xylophone

https://www.vanguardinvestor.co.uk/need-help/answer/can-i-transfer-existing-isas-and-junior-isas-to-vanguard

You can transfer ISAs and Junior ISAs without losing any accrued tax benefits. The value of an ISA opened during the current tax year must be transferred in full, and Junior ISAs must always be fully transferred (whenever opened).

You can transfer Vanguard fund holdings directly to your Vanguard ISA, or Junior ISA, if we offer the fund(s) on the Vanguard platform. If you wish to transfer an existing holding in a non-Vanguard fund (or in a Vanguard fund which we do not make available on our platform), it will first be sold by your current ISA manager so that the cash proceeds (after any charges are deducted) can be transferred to your Vanguard ISA.

Aminatidi

xylophone wrote: »

https://www.vanguardinvestor.co.uk/need-help/answer/can-i-transfer-existing-isas-and-junior-isas-to-vanguard

You can transfer ISAs and Junior ISAs without losing any accrued tax benefits. The value of an ISA opened during the current tax year must be transferred in full, and Junior ISAs must always be fully transferred (whenever opened).

You can transfer Vanguard fund holdings directly to your Vanguard ISA, or Junior ISA, if we offer the fund(s) on the Vanguard platform. If you wish to transfer an existing holding in a non-Vanguard fund (or in a Vanguard fund which we do not make available on our platform), it will first be sold by your current ISA manager so that the cash proceeds (after any charges are deducted) can be transferred to your Vanguard ISA.

Perfect and a bit embarrassing that I didn't spot it!

Thank you

xylophone

a bit embarrassing that I didn't spot it!

No, easy to miss in the plethora of information available.