How To Transfer Your ISAs

How To Transfer Your ISAs

If you are considering transferring your ISAs, there are several benefits to consider. It could be that you are looking for a greater opportunity for growth, or maybe you want a consolidated view and better tracking method for your money.

With True Potential Investor, transferring is both quick and easy. We do all the hard work for you.

The process can be done online, and all you need to do is give the name of your provider, account number, and the estimated value. You can then choose the level of risk you are happy with, alongside the portfolio type to invest in. All you’ll need to do next is fill in some personal details and confirm.

You’ll gain several benefits by transferring. Our technology will give you a consolidated view of your investments, in addition to 24/7 tracking via online or our app. Most importantly, by investing in the True Potential Portfolios, you’ll have more opportunities for potential growth because they are so diversified. You may even be eligible for a transfer gift up to £500 when you transfer.

Our Stocks & Shares ISA allows you to invest up to £20,000 in the 2017/18 tax year. You can learn more about transferring your ISAs to True Potential here.

Your capital is at risk. Investments can fluctuate in value and you may not get back the amount you invest. Past performance is not a guide to future performance. Tax rules can change at any time.

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