Can I Bed & ISA / ISA Switch?
Yes – simply email us the details or call us on 01296 41 42 43. We will need to sell the investments and repurchase them in your ISA, but we’ll only charge you dealing commission on the sale. You will also need to pay stamp duty if applicable. Please be aware that your repurchased holding will be slightly smaller, due to the ‘sell’ price being lower than the ‘buy’ price (bid-offer spread).
If you have certificates you will need to complete and return our adding your shares to your ISA form and return it to us along with the certificate(s).
Please note: you will only be able to sell and repurchase our TC Share Centre Multi Manager funds into a Lifetime ISA. For any other investment we will only be able to sell the shares and then transfer the cash proceeds into your Lifetime ISA.