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A simple way to consolidate your shares

A simple way to consolidate your shares

You may not be aware that we are able to hold UK-listed shares, as well as funds, on behalf of our clients. An increasing number of people have contacted us recently to consolidate shares that they hold in certificated form onto our own platform in order to simplify their administration.

There is unlikely to be any cost associated with transferring – although our usual annual service fees will apply once the assets have been transferred – and it does not constitute a chargeable event with regard to Capital Gains Tax (CGT). Once the shares have been placed into your account, you can monitor them with ease and switch them to other investments as and when you wish.

If you do hold any shares that you wish to consolidate, the process is very simple. Please send in your share certificates to Bestinvest, 6 Chesterfield Gardens, London, W1J 5BQ and we will take care of the rest. We would always recommend sending these documents via Special Delivery if possible as share certificates are difficult to replace and you may incur costs.

To find out more about consolidating your shares, our team is available on 020 7189 2400 or email best@bestinvest.co.uk.

The value of your investment can go down as well as up, and you can get back less than you originally invested.

The Bestinvest Online Investment Service, including any account analysis and investment reports provided by our guidance services, is an online execution-only dealing service for investors who want to make their own investment decisions. It does not provide advice on the suitability of products and investments; if you are unsure about the suitability of any investment you should seek professional advice. Clients of our Investment Advisory Service and Managed Portfolio Service can use the website to obtain current valuations of their investments but cannot trade on these accounts online and should call their adviser if they wish to discuss changes to their investments.

Past performance or any yields quoted should not be considered reliable indicators of future returns. Restricted advice can be provided as part of other services offered by Bestinvest, upon request and on a fee basis. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Issued by Bestinvest (Brokers) Limited (Reg. No. 2830297), which is authorised and regulated by the Financial Conduct Authority. Financial services are provided by Bestinvest (Brokers) Limited and other companies in the Tilney Bestinvest Group, further details of which are available here. This site is for UK investors only.
© Tilney Bestinvest Group Ltd 2016.

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