Transfer your ISA
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.
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!
Why should I transfer my ISAs?
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!
Why choose Bestinvest for ISA transfers?
- You’ll find it quick and easy to transfer to Bestinvest
- Once you’re with us, your ISA is easy to manage
- We’ll offer you plenty of investment choice, including funds, investment trusts, ETFs and shares
- If you don’t want to pick your own investments, that’s ok. We have Ready-made Portfolios too
- You can make the most of our news, insights and fund factsheets if you need inspiration
- For all your questions, our friendly and knowledgeable telephone team is on hand to help
How much does it cost to transfer an ISA?
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 annual service fees from 0.2% to hold Ready-made Portfolios and US shares or 0.4% for other investments, no set-up fees and online share dealing for just £4.95 a trade.
How long does it take to transfer an ISA?
It takes 2-6 weeks depending on your provider and the assets you hold.
Frequently asked questions
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).
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.
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.
Our ISA transfer team is here to help
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!
What are the ISA transfer rules?
Find out which ISAs can you transfer and what you need to look out for
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