A Guide to Individual Savings Account Transfers

Looking to boost the funds in your tax-efficient account?

Guide to Individual Savings Account Transfers

Welcome to our Guide to Individual Savings Account Transfers.

Did you know you can transfer your Individual Savings Account (ISA) from one provider to another at any time? Transferring your ISA to another provider is easy and could boost the funds in your tax-efficient account – but it has to be done right. If you have accumulated a number of ISAs over the years, keeping them all in one place could give you better control and help you save money.

Reasons to switch providers
A Guide To ISA Transfers:
Reasons to switch providers

The sooner you start investing, the better off you will be. This is a simple truth, and it is based on the fact that even the most… Read More »
Save and invest early
A Guide To ISA Transfers:
Save and invest early

If you are looking to transfer ISA tax benefits following the death of your spouse or registered civil partner, where an ISA holder… Read More »

 

Looking for a smart way to invest your money?

Tell us what you are saving for, and leave the rest to us. To review your situation or discuss the options available, further information please contact Mercier Allen – we look forward to hearing from you!

To download the full guide please click here.

The value of your investments and any income from them can go down as well as up. The value of your fund may be less than you paid in.

Before you choose a SIPP, make sure you understand its aims and risks. A SIPP requires active management and investment expertise. You should make
sure you review your investments regularly. You normally cannot take an income from your pension until age 55.

Laws and tax rules may change in the future without notice. The information here is our understanding in October 2017. This information takes no account
of your personal circumstances, which may have an impact on tax treatment.