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Moving abroad (currently using AJBell)

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  • RoughRook
    RoughRook Posts: 60 Forumite
    Part of the Furniture 10 Posts Combo Breaker
    I have been reading this thread with interest. I have a SIPP and ISA held with AJ Bell, both opened many years ago. I plan to move abroad and, after reading this thread, am concerned that AJ Bell will stop me from placing deals within my accounts once they are informed of non-UK residency.

    I know that AJ Bell changed their terms and conditions in 2023 to state that SIPPs opened after that date would have to be closed if account holder became non-resident in the future, but ISAs would remain open.

    I was hoping that i'd still be able to keep both SIPP and ISA accounts open and continue to personally mange investments within them. Would be grateful if anyone could confirm if this is (or is not) possible? Might be time to transfer before making the move.
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