saye shares & CGT

DRS1

I think you may need to call SWSD. I could not find anything on their site about transferring shares to a spouse and no online form for doing it.

benny5

Contacted SWSD, just downloaded the transfer form, all progressing without any issues.

Thanks for the input.

benny5

https://forums.moneysavingexpert.com/discussion/comment/82174846#Comment_82174846

Once you log-in to your A/C here is an option under 'Transfers' and this includes the requisite form.

DRS1

https://forums.moneysavingexpert.com/discussion/comment/82175946#Comment_82175946

Ah. Right you seem to have got what you needed.

I didn't actually see a form (probably needed me to press a button I didn't want to press) but I did find this

"You can transfer investments between two of your Scottish Widows Share Dealing Accounts or to another Scottish Widows Share Dealing customer.
The fastest way to do this is by calling our contact centre and requesting this. All you would need is the details of the two accounts. If you choose this option, you won't need to fill in and return a form, our agents will set up the transfer for you.
Alternatively, you can complete our online transfer form - print and sign the form and send it to the address provided."