How To Transfer Your ISAs

Please note this blog post was published over 12 months ago and so may not include the most up-to-date information, for example where regulation around investing has changed.

How To Transfer Your ISAs

If you are considering transferring your ISAs, there are several benefits to consider. It could be that you are looking for a greater opportunity for growth, or maybe you want a consolidated view and better tracking method for your money.

With True Potential Investor, transferring is both quick and easy. We do all the hard work for you.

The process can be done online, and all you need to do is give the name of your provider, account number, and the estimated value. You can then choose the level of risk you are happy with, alongside the portfolio type to invest in. All you’ll need to do next is fill in some personal details and confirm.

You’ll gain several benefits by transferring. Our technology will give you a consolidated view of your investments, in addition to 24/7 tracking via online or our app. Most importantly, by investing in the True Potential Portfolios, you’ll have more opportunities for potential growth because they are so diversified. You may even be eligible for a transfer gift up to £500 when you transfer.

Our Stocks & Shares ISA allows you to invest up to £20,000 in the 2017/18 tax year.

With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. Past performance is not a guide to future performance. Tax rules can change at any time. This blog is not personal financial advice.

Personal Finance