Transfer or Switch your ISA

Transfer or Switch your ISA from Willis Owen Ltd

By: Willis Owen Ltd  11/10/2010
Keywords: financial planning, savings and investments, discount brokers

Has the performance of your ISA and/or former PEP peaked? Or, perhaps, your investment priorities have changed and income is now more important for you. We can help.

The Willis Owen Transfer and Switch Service lets you easily alter your portfolio AND keep the tax benefits of your ISA. When you move your current ISA and/or former PEP, you move the value of your existing investments to different funds, but you retain the ISA wrapper at the same time – thus ensuring that none of the tax efficiency is lost.

The benefit of this service is that you can still take advantage of our usual large discounts, and you can take the opportunity to ensure that the new funds you are investing in are right for your current circumstances and your attitude to risk and reward

Keywords: discount brokers, financial planning, savings and investments