Transferring to the Bestinvest Stocks & Shares ISA
With investment, your capital is at risk.
Bestinvest has everything to help you make the most of your investments. Give your ISA(s) a new lease of life by transferring to our award-winning Stocks & Shares ISA. It’s easy!
Often, it’s good to have just one ISA account so all your investments are in one place – it makes them easier to manage. Plus you can sometimes save on provider fees this way too, and paperwork!
It doesn’t cost a penny to transfer to us and we’ll pay up to £500 towards any exit fees your providers charge (see our terms and conditions).
You get value for money with tiered service fees from as little as 0.2% to hold Ready-made Portfolios or 0.4% for other investments, no set-up fees and share dealing for just £4.95 a trade.
Digital ISA transfers can take as little as a week although transferring from some providers can take a while longer.
Can I transfer my ISA as cash or as stock?
You can transfer your investments as either cash (by selling the investments within your ISA and transferring the proceeds) or as stock (which is known as an in-specie transfer).
Can I transfer part of an ISA rather than the whole account?
Yes, there is no requirement to transfer the full balance of your ISA. However, if you keep ISAs with several providers you could miss out on some of the benefits of consolidating your investments – such as easier management, less paperwork and potentially lower fees.
Does an ISA transfer affect my ISA allowance?
No. If you have already used your ISA allowance, you can still transfer existing Stocks & Shares ISAs or Cash ISAs to us without losing your existing tax-free benefits. If you haven’t used your allowance, you can transfer your existing plan and your annual allowance will still be available.
We’re here to make sure your ISA transfer runs smoothly. We’ll keep you updated but if you have any questions, just get in touch – it’s what we’re here for!
Find out which ISAs can you transfer and what you need to look out for
To subscribe to the newsletter please fill in your details below: