Share transfer to Spouse - Interactive Investor trading account

JamTomorrow

I'm looking to transfer my LTI shares held in Equate Plus to my Wife's Interactive Investor trading account to utilise her CGT allowance this year (mine is fully utilisesd).  From speaking ith Equate Plus today I cannot transfer to her directly so I am in the process of transferring to my II trading account.

Once this is done is is straightforward to transfer between mine and hers II trading account?  I've sent a message to II on how to go about this but interested in any experience on this forum as want to make sure the transfer goes through this tax year.

Notepad_Phil

I've never done it, but they do appear to allow you to transfer shares to someone who has the same address as yourself - see  https://www.ii.co.uk/help/adding-and-withdrawing-cash/adding-cash/internal-transfers . But I'd want confirmation from ii that the way it's done means that you don't get clobbered for CGT - e.g. a really rubbish transfer process could just sell your funds and then rebuy on the new account but not charge you any buy/sell costs.

TBC15

If the sell/buy happens within 30 days is this a problem?

Nearly_Almost

JamTomorrow said:

I'm looking to transfer my LTI shares held in Equate Plus to my Wife's Interactive Investor trading account to utilise her CGT allowance this year (mine is fully utilisesd).  From speaking ith Equate Plus today I cannot transfer to her directly so I am in the process of transferring to my II trading account.

Once this is done is is straightforward to transfer between mine and hers II trading account?  I've sent a message to II on how to go about this but interested in any experience on this forum as want to make sure the transfer goes through this tax year.

Did you manage to do this internal transfer with Interactive Investor? Any charges? I am in the same postion, want to move shares between my trading account and my wife's.