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